AWM
WBD icon

AE Wealth Management’s Warner Bros WBD Stock Holding History

AE Wealth Management’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
Q2 		$1.13M Buy
42,482
+436
+1% +$11.8K 0.01% 866
2026
Q1 		$1.15M Buy
42,046
+3,921
+10% +$110K 0.01% 801
2025
Q4 		$1.1M Buy
38,125
+6,621
+21% +$155K 0.01% 772
2025
Q3 		$615K Buy
31,504
+1,759
+6% +$24K ﹤0.01% 896
2025
Q2 		$341K Buy
29,745
+2,086
+8% +$19.5K ﹤0.01% 1060
2025
Q1 		$297K Buy
27,659
+1,084
+4% +$11.3K ﹤0.01% 1089
2024
Q4 		$281K Sell
26,575
-5,391
-17% -$50.1K ﹤0.01% 1129
2024
Q3 		$264K Sell
31,966
-5,002
-14% -$39.1K ﹤0.01% 1075
2024
Q2 		$275K Buy
36,968
+3,642
+11% +$29.2K ﹤0.01% 1058
2024
Q1 		$291K Sell
33,326
-59,194
-64% -$570K ﹤0.01% 975
2023
Q4 		$983K Sell
92,520
-12,631
-12% -$136K 0.01% 1160
2023
Q3 		$1.14M Buy
105,151
+1,326
+1% +$16.6K 0.01% 1046
2023
Q2 		$1.3M Sell
103,825
-34,861
-25% -$452K 0.01% 989
2023
Q1 		$2.09M Sell
138,686
-7,882
-5% -$112K 0.01% 778
2022
Q4 		$1.39M Sell
146,568
-21,835
-13% -$247K 0.01% 870
2022
Q3 		$1.94M Sell
168,403
-103,345
-38% -$1.4M 0.02% 711
2022
Q2 		$3.65M Buy
271,748
+233,092
+603% +$4.32M 0.03% 474
2022
Q1 		$963K Buy
38,656
+14,289
+59% +$392K 0.01% 931
2021
Q4 		$574K Buy
24,367
+711
+3% +$17.7K ﹤0.01% 1199
2021
Q3 		$600K Buy
23,656
+2,296
+11% +$64.6K ﹤0.01% 1090
2021
Q2 		$655K Buy
21,360
+11,436
+115% +$397K 0.01% 1026
2021
Q1 		$431K Sell
9,924
-1,777
-15% -$88.7K ﹤0.01% 1091
2020
Q4 		$352K Buy
11,701
+79
+0.7% +$1.94K ﹤0.01% 1078
2020
Q3 		$253K Sell
11,622
-599
-5% -$13.1K ﹤0.01% 1100
2020
Q2 		$258K Sell
12,221
-28,914
-70% -$625K ﹤0.01% 1075
2020
Q1 		$800K Buy
41,135
+18,056
+78% +$496K 0.02% 545
2019
Q4 		$756K Buy
23,079
+6,341
+38% +$191K 0.02% 598
2019
Q3 		$446K Buy
16,738
+9,541
+133% +$277K 0.01% 653
2019
Q2 		$221K Buy
+7,197
New +$209K 0.01% 867

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AE Wealth Management's WBD Position: Q2 2026 in Review

AE Wealth Management increased its Warner Bros (WBD) stake by 1% in Q2 2026, buying an estimated $11.8K and bringing the position to 42,482 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #866.

AE Wealth Management first reported a position in WBD in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.65M in Q2 2022. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • AE Wealth Management held 42,482 shares of Warner Bros worth $1.13M as of Q2 2026.
  • AE Wealth Management bought 436 Warner Bros shares in Q2 2026, an estimated $11.8K.
  • Warner Bros made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #866 holding.
  • AE Wealth Management first reported a position in Warner Bros in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Warner Bros position peaked at $3.65M in Q2 2022.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.