JJBC
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James J. Burns & Company’s Walt Disney DIS Stock Holding History

James J. Burns & Company’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 		$201K Sell
2,087
-91
-4% -$9.28K 0.02% 158
2026
Q1 		$210K Buy
2,178
+8
+0.4% +$846 0.03% 145
2025
Q4 		$247K Sell
2,170
-323
-13% -$35.6K 0.03% 145
2025
Q3 		$286K Buy
2,493
+4
+0.2% +$471 0.04% 130
2025
Q2 		$309K Sell
2,489
-42
-2% -$4.36K 0.05% 123
2025
Q1 		$250K Sell
2,531
-54
-2% -$5.8K 0.04% 129
2024
Q4 		$288K Sell
2,585
-133
-5% -$14K 0.05% 121
2024
Q3 		$262K Sell
2,718
-327
-11% -$30.1K 0.05% 121
2024
Q2 		$303K Buy
3,045
+1,099
+56% +$118K 0.06% 99
2024
Q1 		$239K Sell
1,946
-826
-30% -$86.3K 0.08% 79
2023
Q4 		$251K Sell
2,772
-14
-0.5% -$1.23K 0.06% 103
2023
Q3 		$226K Sell
2,786
-5
-0.2% -$427 0.06% 95
2023
Q2 		$249K Buy
2,791
+121
+5% +$11.5K 0.06% 96
2023
Q1 		$268K Buy
+2,670
New +$269K 0.07% 95
2022
Q4 		– Sell
-2,311
Closed -$218K – 80
2022
Q3 		$218K Buy
+2,311
New +$247K 0.1% 75

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

James J. Burns & Company's DIS Position: Q2 2026 in Review

James J. Burns & Company reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $9.28K and leaving 2,087 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #158.

James J. Burns & Company first reported a position in DIS in Q3 2022 and has held it in 15 quarters since. The position peaked at $309K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • James J. Burns & Company held 2,087 shares of Walt Disney worth $201K as of Q2 2026.
  • James J. Burns & Company sold 91 Walt Disney shares in Q2 2026, an estimated $9.28K.
  • Walt Disney made up 0.02% of James J. Burns & Company's portfolio in Q2 2026, its #158 holding.
  • James J. Burns & Company first reported a position in Walt Disney in Q3 2022 and has held it in 15 quarters since.
  • James J. Burns & Company's Walt Disney position peaked at $309K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.