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Bragg Financial Advisors’s Walt Disney DIS Stock Holding History

Bragg Financial Advisors’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 		$14.6M Buy
151,348
+7,039
+5% +$744K 0.46% 85
2025
Q4 		$16.4M Buy
144,309
+3,412
+2% +$376K 0.53% 71
2025
Q3 		$16.1M Sell
140,897
-2,582
-2% -$304K 0.53% 70
2025
Q2 		$17.8M Buy
143,479
+7,005
+5% +$728K 0.64% 57
2025
Q1 		$13.5M Buy
136,474
+4,059
+3% +$436K 0.55% 77
2024
Q4 		$14.7M Buy
132,415
+662
+0.5% +$69.5K 0.6% 65
2024
Q3 		$12.7M Buy
131,753
+5,170
+4% +$476K 0.52% 78
2024
Q2 		$12.6M Buy
126,583
+3,084
+2% +$332K 0.56% 73
2024
Q1 		$15.1M Buy
123,499
+786
+0.6% +$82.1K 0.68% 54
2023
Q4 		$11.1M Buy
122,713
+948
+0.8% +$83.6K 0.53% 78
2023
Q3 		$9.87M Buy
121,765
+3,973
+3% +$339K 0.52% 77
2023
Q2 		$10.5M Buy
117,792
+3,521
+3% +$334K 0.58% 71
2023
Q1 		$11.4M Buy
114,271
+2,103
+2% +$212K 0.68% 55
2022
Q4 		$9.75M Buy
112,168
+1,722
+2% +$165K 0.59% 67
2022
Q3 		$10.4M Buy
110,446
+4,241
+4% +$454K 0.72% 48
2022
Q2 		$10M Buy
106,205
+445
+0.4% +$49.4K 0.67% 60
2022
Q1 		$14.5M Buy
105,760
+3,417
+3% +$494K 0.85% 34
2021
Q4 		$17.3M Hold
102,343
– – 1.11% 16
2021
Q3 		$17.3M Buy
102,343
+1,999
+2% +$356K 1.11% 16
2021
Q2 		$17.6M Buy
100,344
+734
+0.7% +$132K 1.13% 18
2021
Q1 		$18.4M Sell
99,610
-258
-0.3% -$47.6K 1.24% 11
2020
Q4 		$18.1M Sell
99,868
-3,444
-3% -$494K 1.58% 5
2020
Q3 		$12.8M Buy
103,312
+1,604
+2% +$200K 1.31% 13
2020
Q2 		$11.3M Buy
101,708
+5,594
+6% +$618K 1.26% 19
2020
Q1 		$9.29M Buy
96,114
+7,312
+8% +$924K 1.25% 20
2019
Q4 		$12.8M Buy
88,802
+1,799
+2% +$251K 1.44% 8
2019
Q3 		$11.3M Buy
87,003
+1,091
+1% +$151K 1.38% 12
2019
Q2 		$12M Buy
85,912
+834
+1% +$111K 1.48% 9
2019
Q1 		$9.45M Buy
85,078
+66,311
+353% +$7.41M 1.23% 14
2018
Q4 		$2.06M Buy
18,767
+4,278
+30% +$486K 0.31% 107
2018
Q3 		$1.69M Buy
14,489
+1,546
+12% +$172K 0.23% 134
2018
Q2 		$1.36M Buy
12,943
+2,210
+21% +$226K 0.19% 144
2018
Q1 		$1.08M Buy
10,733
+555
+5% +$59K 0.16% 157
2017
Q4 		$1.09M Sell
10,178
-96
-0.9% -$9.89K 0.16% 159
2017
Q3 		$1.01M Buy
10,274
+50
+0.5% +$5.14K 0.16% 158
2017
Q2 		$1.09M Buy
10,224
+456
+5% +$49.9K 0.17% 152
2017
Q1 		$1.11M Sell
9,768
-389
-4% -$42.8K 0.18% 151
2016
Q4 		$1.06M Sell
10,157
-436
-4% -$42.5K 0.17% 161
2016
Q3 		$984K Sell
10,593
-236
-2% -$22.6K 0.18% 160
2016
Q2 		$1.06M Sell
10,829
-218
-2% -$21.8K 0.19% 155
2016
Q1 		$1.1M Sell
11,047
-75
-0.7% -$7.24K 0.21% 149
2015
Q4 		$1.17M Buy
11,122
+310
+3% +$34.5K 0.25% 126
2015
Q3 		$1.1M Hold
10,812
– – 0.26% 120
2015
Q2 		$1.23M Sell
10,812
-921
-8% -$101K 0.28% 120
2015
Q1 		$1.23M Buy
11,733
+1,306
+13% +$132K 0.28% 111
2014
Q4 		$982K Sell
10,427
-656
-6% -$59.1K 0.24% 128
2014
Q3 		$987K Sell
11,083
-409
-4% -$36.1K 0.25% 129
2014
Q2 		$985K Sell
11,492
-606
-5% -$49.5K 0.24% 136
2014
Q1 		$969K Sell
12,098
-385
-3% -$29.8K 0.24% 136
2013
Q4 		$954K Sell
12,483
-217
-2% -$15K 0.23% 144
2013
Q3 		$819K Sell
12,700
-255
-2% -$16.3K 0.21% 145
2013
Q2 		$818K Buy
+12,955
New +$818K 0.22% 143

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

Bragg Financial Advisors's DIS Position: Q1 2026 in Review

Bragg Financial Advisors increased its Walt Disney (DIS) stake by 4.9% in Q1 2026, buying an estimated $744K and bringing the position to 151,348 shares worth $14.6M. The position accounts for 0.46% of the portfolio, ranked #85.

Bragg Financial Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.4M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bragg Financial Advisors held 151,348 shares of Walt Disney worth $14.6M as of Q1 2026.
  • Bragg Financial Advisors bought 7,039 Walt Disney shares in Q1 2026, an estimated $744K.
  • Walt Disney made up 0.46% of Bragg Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Bragg Financial Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Bragg Financial Advisors's Walt Disney position peaked at $18.4M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.