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Apexium Financial’s Warner Bros WBD Stock Holding History

Apexium Financial’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
2025
Q3 		$315K Buy
16,137
+2,355
+17% +$32.1K 0.02% 239
2025
Q2 		$158K Sell
13,782
-489
-3% -$4.56K 0.01% 271
2025
Q1 		$153K Buy
14,271
+488
+4% +$5.1K 0.01% 272
2024
Q4 		$146K Sell
13,783
-46
-0.3% -$427 0.01% 254
2024
Q3 		$114K Buy
13,829
+849
+7% +$6.63K 0.01% 231
2024
Q2 		$96.6K Sell
12,980
-1
-0% -$8 0.01% 223
2024
Q1 		$113K Sell
12,981
-42
-0.3% -$405 0.01% 222
2023
Q4 		$148K Buy
13,023
+46
+0.4% +$497 0.01% 264
2023
Q3 		$141K Sell
12,977
-42
-0.3% -$524 0.01% 208
2023
Q2 		$163K Hold
13,019
– – 0.01% 211
2023
Q1 		$197K Sell
13,019
-223
-2% -$3.17K 0.02% 200
2022
Q4 		$126K Sell
13,242
-2,224
-14% -$25.1K 0.01% 200
2022
Q3 		$178K Buy
15,466
+3,480
+29% +$47.3K 0.02% 187
2022
Q2 		$161K Buy
+11,986
New +$222K 0.09% 93

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Apexium Financial's WBD Position: Q3 2025 in Review

Apexium Financial increased its Warner Bros (WBD) stake by 17% in Q3 2025, buying an estimated $32.1K and bringing the position to 16,137 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #239.

Apexium Financial first reported a position in WBD in Q2 2022 and has held it in 14 quarters since. 1,152 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

  • Apexium Financial held 16,137 shares of Warner Bros worth $315K as of Q3 2025.
  • Apexium Financial bought 2,355 Warner Bros shares in Q3 2025, an estimated $32.1K.
  • Warner Bros made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #239 holding.
  • Apexium Financial first reported a position in Warner Bros in Q2 2022 and has held it in 14 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.