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Bradley & Co Private Wealth Management’s Walt Disney DIS Stock Holding History

Bradley & Co Private Wealth Management’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 		$1.89M Buy
19,590
+17,114
+691% +$1.81M 1% 20
2025
Q4 		$282K Buy
2,476
+1,001
+68% +$110K 0.15% 48
2025
Q3 		$169K Sell
1,475
-143
-9% -$16.8K 0.09% 52
2025
Q2 		$201K Sell
1,618
-133
-8% -$13.8K 0.12% 44
2025
Q1 		$173K Hold
1,751
– – 0.12% 45
2024
Q4 		$195K Buy
+1,751
New +$184K 0.12% 40
2024
Q2 		$276K Sell
2,781
-1,098
-28% -$118K 0.2% 32
2024
Q1 		$475K Sell
3,879
-819
-17% -$85.5K 0.38% 25
2023
Q4 		$424K Sell
4,698
-1,007
-18% -$88.8K 0.39% 24
2023
Q3 		$462K Sell
5,705
-50,441
-90% -$4.31M 0.48% 21
2023
Q2 		$5.01M Buy
56,146
+2,199
+4% +$208K 4.96% 11
2023
Q1 		$5.4M Buy
53,947
+7,089
+15% +$715K 5.92% 9
2022
Q4 		$4.07M Buy
46,858
+316
+0.7% +$30.2K 4.96% 9
2022
Q3 		$4.39M Buy
46,542
+1,252
+3% +$134K 5.23% 10
2022
Q2 		$4.28M Buy
45,290
+915
+2% +$102K 4.71% 10
2022
Q1 		$6.09M Buy
44,375
+5,812
+15% +$840K 5.23% 9
2021
Q4 		$5.97M Buy
38,563
+2,755
+8% +$445K 4.79% 10
2021
Q3 		$6.06M Buy
35,808
+1,963
+6% +$350K 5.23% 7
2021
Q2 		$5.95M Buy
33,845
+112
+0.3% +$20.1K 5.19% 7
2021
Q1 		$6.22M Buy
+33,733
New +$6.22M 5.74% 3

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's DIS Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its Walt Disney (DIS) stake by 691% in Q1 2026, buying an estimated $1.81M and bringing the position to 19,590 shares worth $1.89M. The position accounts for 1% of the portfolio, ranked #20.

Bradley & Co Private Wealth Management first reported a position in DIS in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.22M in Q1 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bradley & Co Private Wealth Management held 19,590 shares of Walt Disney worth $1.89M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 17,114 Walt Disney shares in Q1 2026, an estimated $1.81M.
  • Walt Disney made up 1% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Bradley & Co Private Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Walt Disney position peaked at $6.22M in Q1 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.