EBWM
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Eagle Bluffs Wealth Management’s Walt Disney DIS Stock Holding History

Eagle Bluffs 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 		$1.76M Buy
18,277
+823
+5% +$87K 0.69% 36
2025
Q4 		$2M Buy
17,454
+169
+1% +$18.6K 0.81% 34
2025
Q3 		$1.98M Buy
17,285
+268
+2% +$31.6K 0.85% 32
2025
Q2 		$2.12M Buy
17,017
+383
+2% +$39.8K 1.01% 30
2025
Q1 		$1.64M Buy
16,634
+273
+2% +$29.3K 0.87% 35
2024
Q4 		$1.83M Buy
16,361
+471
+3% +$49.5K 0.98% 30
2024
Q3 		$1.53M Buy
15,890
+114
+0.7% +$10.5K 0.82% 35
2024
Q2 		$1.57M Buy
15,776
+88
+0.6% +$9.47K 0.91% 32
2024
Q1 		$1.92M Buy
15,688
+186
+1% +$19.4K 1.19% 27
2023
Q4 		$1.4M Sell
15,502
-648
-4% -$57.1K 0.96% 33
2023
Q3 		$1.31M Sell
16,150
-3,442
-18% -$294K 1.01% 29
2023
Q2 		$1.75M Buy
19,592
+370
+2% +$35.1K 1.35% 25
2023
Q1 		$1.92M Buy
19,222
+2,808
+17% +$283K 1.58% 21
2022
Q4 		$1.43M Sell
16,414
-921
-5% -$88.1K 1.5% 24
2022
Q3 		$1.64M Sell
17,335
-318
-2% -$34K 1.89% 15
2022
Q2 		$1.67M Buy
17,653
+4,783
+37% +$531K 1.79% 15
2022
Q1 		$1.76M Buy
12,870
+3,196
+33% +$462K 1.7% 17
2021
Q4 		$1.5M Buy
+9,674
New +$1.56M 1.56% 21

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

Eagle Bluffs Wealth Management's DIS Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Walt Disney (DIS) stake by 4.7% in Q1 2026, buying an estimated $87K and bringing the position to 18,277 shares worth $1.76M. The position accounts for 0.69% of the portfolio, ranked #36.

Eagle Bluffs Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Eagle Bluffs Wealth Management held 18,277 shares of Walt Disney worth $1.76M as of Q1 2026.
  • Eagle Bluffs Wealth Management bought 823 Walt Disney shares in Q1 2026, an estimated $87K.
  • Walt Disney made up 0.69% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Eagle Bluffs Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Eagle Bluffs Wealth Management's Walt Disney position peaked at $2.12M in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.