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Walt Disney Company shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 30k 122.36
2023-12-31 $2.8M 31k 90.29
2023-09-30 $6.5M 80k 81.05
2023-06-30 $7.3M 82k 89.28
2023-03-31 $8.1M 81k 100.13
2022-12-31 $5.5M 63k 86.88

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View all positions for Beaumont Financial Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation
Citadel Advisors
Susquehanna International
Royal Bank of Canada
Loomis, Sayles and
Amundi
Legal & General Group

View all funds holding Walt Disney Company