Position in DIS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,161,455
+$440,028 QoQ
Shares Held
147,132
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#413
of 2,924 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $26,168,221 across 2 Entertainment names. DIS ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
147,132 | $14,161,455 | |
| 2 | NFLX |
Netflix Inc
|
168,162 | $12,006,766 |
All Filings in DIS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,161,455 | 147,132 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,721,427 | 142,368 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $16,045,665 | 141,036 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,061,373 | 140,274 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,392,030 | 140,247 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,800,234 | 139,820 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,213,416 | 136,627 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,620,888 | 141,604 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,037,520 | 141,379 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,065,181 | 139,467 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,690,929 | 129,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,049,475 | 111,653 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $15,609,893 | 174,842 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $16,763,163 | 167,414 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,205,064 | 151,992 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $16,292,017 | 172,713 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,035,633 | 169,869 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,547,080 | 171,676 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $26,290,873 | 169,739 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $28,681,927 | 169,545 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||