BOK Financial Private Wealth’s Walt Disney DIS Stock Holding History

BOK Financial Private Wealth’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Sell	1,225 -6,063	-83%	-$641K	0.01%	207
2025 Q4	$835K	Sell	7,288 -533	-7%	-$58.7K	0.05%	100
2025 Q3	$896K	Sell	7,821 -304	-4%	-$35.8K	0.06%	94
2025 Q2	$1.01M	Sell	8,125 -2,906	-26%	-$302K	0.07%	87
2025 Q1	$1.09M	Sell	11,031 -555	-5%	-$59.6K	0.08%	87
2024 Q4	$1.3M	Sell	11,586 -1,684	-13%	-$177K	0.09%	89
2024 Q3	$1.28M	Sell	13,270 -7,817	-37%	-$719K	0.09%	93
2024 Q2	$2.09M	Buy	21,087 +4,416	+26%	+$475K	0.15%	66
2024 Q1	$2.04M	Sell	16,671 -1,519	-8%	-$159K	0.15%	68
2023 Q4	$1.65M	Sell	18,190 -1,218	-6%	-$107K	0.13%	80
2023 Q3	$1.57M	Sell	19,408 -2,814	-13%	-$240K	0.14%	83
2023 Q2	$1.98M	Sell	22,222 -2,165	-9%	-$205K	0.16%	78
2023 Q1	$2.44M	Sell	24,387 -46	-0.2%	-$4.64K	0.2%	69
2022 Q4	$2.12M	Sell	24,433 -406	-2%	-$38.8K	0.18%	75
2022 Q3	$2.34M	Buy	24,839 +303	+1%	+$32.4K	0.21%	71
2022 Q2	$2.32M	Sell	24,536 -6,185	-20%	-$686K	0.21%	76
2022 Q1	$4.21M	Buy	30,721 +3,437	+13%	+$497K	0.3%	49
2021 Q4	$4.23M	Sell	27,284 -3,028	-10%	-$489K	0.29%	55
2021 Q3	$5.13M	Buy	30,312 +952	+3%	+$170K	0.41%	43
2021 Q2	$5.16M	Buy	29,360 +1,471	+5%	+$265K	0.42%	40
2021 Q1	$5.15M	Buy	27,889 +1,850	+7%	+$341K	0.47%	40
2020 Q4	$4.72M	Sell	26,039 -1,277	-5%	-$183K	0.45%	41
2020 Q3	$3.39M	Sell	27,316 -1,888	-6%	-$236K	0.35%	53
2020 Q2	$3.26M	Sell	29,204 -4,596	-14%	-$507K	0.34%	54
2020 Q1	$3.27M	Sell	33,800 -20,157	-37%	-$2.55M	0.4%	53
2019 Q4	$7.8M	Buy	53,957 +51,332	+1,956%	+$7.16M	0.66%	39
2019 Q3	$342K	Buy	2,625 +467	+22%	+$64.6K	0.05%	86
2019 Q2	$301K	Buy	+2,158	New	+$286K	0.04%	93
2019 Q1	–	Sell	-2,426	Closed	-$266K	–	127
2018 Q4	$266K	Buy	+2,426	New	+$276K	0.04%	93
2017 Q3	–	Sell	-2,092	Closed	-$222K	–	130
2017 Q2	$222K	Sell	2,092 -8	-0.4%	-$876	0.03%	125
2017 Q1	$238K	Buy	2,100 +119	+6%	+$13.1K	0.03%	123
2016 Q4	$206K	Buy	+1,981	New	+$193K	0.03%	137
2016 Q1	–	Sell	-1,971	Closed	-$207K	–	78
2015 Q4	$207K	Sell	1,971 -940	-32%	-$105K	0.04%	72
2015 Q3	$298K	Hold	2,911	–	–	0.05%	55
2015 Q2	$332K	Buy	2,911 +14	+0.5%	+$1.54K	0.06%	54
2015 Q1	$304K	Hold	2,897	–	–	0.05%	56
2014 Q4	$273K	Hold	2,897	–	–	0.04%	63
2014 Q3	$258K	Hold	2,897	–	–	0.04%	62
2014 Q2	$248K	Hold	2,897	–	–	0.04%	65
2014 Q1	$232K	Hold	2,897	–	–	0.04%	64
2013 Q4	$221K	Buy	+2,897	New	+$201K	0.04%	63

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's DIS Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Walt Disney (DIS) stake by 83% in Q1 2026, selling an estimated $641K and leaving 1,225 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #207.

BOK Financial Private Wealth first reported a position in DIS in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.8M in Q4 2019. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

BOK Financial Private Wealth held 1,225 shares of Walt Disney worth $118K as of Q1 2026.
BOK Financial Private Wealth sold 6,063 Walt Disney shares in Q1 2026, an estimated $641K.
Walt Disney made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #207 holding.
BOK Financial Private Wealth first reported a position in Walt Disney in Q4 2013 and has held it in 41 quarters since.
BOK Financial Private Wealth's Walt Disney position peaked at $7.8M in Q4 2019.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.