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Bruce G. Allen Investments’s Walt Disney DIS Stock Holding History

Bruce G. Allen Investments’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
Q2 		$108K Sell
1,122
-63
-5% -$6.42K 0.07% 147
2026
Q1 		$114K Buy
1,185
+278
+31% +$29.4K 0.07% 141
2025
Q4 		$103K Buy
907
+60
+7% +$6.61K 0.07% 154
2025
Q3 		$97K Sell
847
-276
-25% -$32.5K 0.07% 167
2025
Q2 		$139K Buy
1,123
+94
+9% +$9.77K 0.11% 114
2025
Q1 		$102K Sell
1,029
-74
-7% -$7.95K 0.08% 139
2024
Q4 		$123K Buy
1,103
+48
+5% +$5.04K 0.1% 125
2024
Q3 		$101K Buy
1,055
+54
+5% +$4.97K 0.08% 153
2024
Q2 		$99.4K Sell
1,001
-50
-5% -$5.38K 0.08% 147
2024
Q1 		$129K Buy
1,051
+51
+5% +$5.33K 0.11% 125
2023
Q4 		$90.3K Buy
+1,000
New +$88.2K 0.08% 164

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bruce G. Allen Investments's DIS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Walt Disney (DIS) stake by 5.3% in Q2 2026, selling an estimated $6.42K and leaving 1,122 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #147.

Bruce G. Allen Investments first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $139K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bruce G. Allen Investments held 1,122 shares of Walt Disney worth $108K as of Q2 2026.
  • Bruce G. Allen Investments sold 63 Walt Disney shares in Q2 2026, an estimated $6.42K.
  • Walt Disney made up 0.07% of Bruce G. Allen Investments's portfolio in Q2 2026, its #147 holding.
  • Bruce G. Allen Investments first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Walt Disney position peaked at $139K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.