BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in DIS — Walt Disney Co
CIK 1654599
MORRISTOWN, NJ
Position in DIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$718,217
-$31,812 QoQ
Shares Held
7,462
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,598
of 2,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,160,233 across 7 Entertainment names. DIS ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
7,462 | $718,217 | |
| 2 | ROKU |
Roku, Inc
|
1,853 | $255,973 | |
| 3 | WBD |
Warner Bros. Discovery, Inc.
|
4,351 | $115,997 | |
| 4 | NFLX |
Netflix Inc
|
790 | $56,406 | |
| 5 | VSNT |
Versant Media Group, Inc.
|
193 | $6,949 | |
| 6 | PSKY |
Paramount Skydance Corp
|
659 | $6,497 | |
| 7 | ANGX |
Angel Studios, Inc.
|
53 | $194 |
All Filings in DIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,217 | 7,462 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $750,029 | 7,782 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,758,621 | 85,775 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,225,995 | 89,310 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $11,178,509 | 90,142 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,701,913 | 98,297 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,198,246 | 100,568 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,767,036 | 101,539 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,283,564 | 103,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,536,760 | 102,458 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,770,409 | 97,136 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,894,102 | 109,736 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,800,712 | 109,775 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $11,204,647 | 111,901 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,310,929 | 107,170 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,246,234 | 87,419 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $11,374,444 | 120,492 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $17,355,129 | 126,532 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $19,557,960 | 126,270 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $21,706,371 | 128,311 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $22,934,118 | 130,478 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,717,093 | 128,534 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $18,368,753 | 101,384 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $12,436,414 | 100,229 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,762,722 | 96,518 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $9,872,616 | 102,201 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||