BW
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BXM Wealth’s Walt Disney DIS Stock Holding History

BXM 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
Q2 		$296K Sell
3,076
-5
-0.2% -$510 0.16% 131
2026
Q1 		$297K Sell
3,081
-2,932
-49% -$310K 0.23% 92
2025
Q4 		$348K Buy
6,013
+2,932
+95% +$323K 0.27% 77
2025
Q3 		$353K Sell
3,081
-72
-2% -$8.48K 0.33% 85
2025
Q2 		$391K Hold
3,153
– – 0.46% 61
2025
Q1 		$311K Buy
3,153
+77
+3% +$8.28K 0.37% 77
2024
Q4 		$343K Buy
+3,076
New +$323K 0.48% 62

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

BXM Wealth's DIS Position: Q2 2026 in Review

BXM Wealth reduced its Walt Disney (DIS) stake by 0.16% in Q2 2026, selling an estimated $510 and leaving 3,076 shares worth $296K. The position accounts for 0.16% of the portfolio, ranked #131.

BXM Wealth first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q2 2025. 964 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BXM Wealth held 3,076 shares of Walt Disney worth $296K as of Q2 2026.
  • BXM Wealth sold 5 Walt Disney shares in Q2 2026, an estimated $510.
  • Walt Disney made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #131 holding.
  • BXM Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Walt Disney position peaked at $391K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.