Action Point Financial Planning’s Warner Music WMG Stock Holding History

Action Point Financial Planning’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87K	Buy	+70	New	+$2.08K	﹤0.01%	2286

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's WMG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Warner Music (WMG) in Q2 2026: 70 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #2286 among its holdings.

336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

Action Point Financial Planning held 70 shares of Warner Music worth $1.87K as of Q2 2026.
Warner Music was a new Action Point Financial Planning position in Q2 2026.
Warner Music made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2286 holding.
336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.