Acumen Wealth Advisors’s Warner Bros WBD Stock Holding History

Acumen Wealth Advisors’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-100	Closed	-$2.88K	–	580
2025 Q4	$2.88K	Buy	+100	New	+$2.34K	﹤0.01%	417

Other funds holding WBD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acumen Wealth Advisors's WBD Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 100 shares — an estimated $2.88K sold.

Acumen Wealth Advisors first reported a position in WBD in Q4 2025 and held it in 1 quarter. The position peaked at $2.88K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

Acumen Wealth Advisors reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 100 Warner Bros shares in Q1 2026, an estimated $2.88K.
Acumen Wealth Advisors first reported a position in Warner Bros in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Warner Bros position peaked at $2.88K in Q4 2025.
1,313 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.