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Angeles Wealth Management’s Warner Bros WBD Stock Holding History

Angeles 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 		$301K Sell
11,276
-28
-0.2% -$757 0.01% 388
2026
Q1 		$310K Buy
11,304
+1,002
+10% +$28.1K 0.02% 315
2025
Q4 		$297K Buy
+10,302
New +$241K 0.02% 296

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

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

Angeles Wealth Management reduced its Warner Bros (WBD) stake by 0.25% in Q2 2026, selling an estimated $757 and leaving 11,276 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #388.

Angeles Wealth Management first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Angeles Wealth Management held 11,276 shares of Warner Bros worth $301K as of Q2 2026.
  • Angeles Wealth Management sold 28 Warner Bros shares in Q2 2026, an estimated $757.
  • Warner Bros made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Angeles Wealth Management first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Angeles Wealth Management's Warner Bros position peaked at $310K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.