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Armstrong Advisory Group’s Warner Bros WBD Stock Holding History

Armstrong Advisory Group’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
Q3 		$184K Sell
5,949
-29
-0.5% -$804 0.01% 250
2026
Q2 		$159K Sell
5,978
-189
-3% -$5.11K 0.01% 283
2026
Q1 		$169K Buy
6,167
+72
+1% +$2.02K 0.01% 257
2025
Q4 		$176K Buy
6,095
+436
+8% +$10.2K 0.01% 242
2025
Q3 		$111K Sell
5,659
-1,808
-24% -$24.6K 0.01% 290
2025
Q2 		$85.6K Hold
7,467
– – 0.01% 312
2025
Q1 		$78.9K Hold
7,467
– – 0.01% 305
2024
Q4 		$78.9K Hold
7,467
– – 0.01% 305
2024
Q3 		$61.6K Sell
7,467
-434
-5% -$3.39K 0.01% 343
2024
Q2 		$58.8K Sell
7,901
-261
-3% -$2.09K 0.01% 336
2024
Q1 		$92.9K Hold
8,162
– – 0.01% 263
2023
Q4 		$92.9K Sell
8,162
-68
-0.8% -$734 0.01% 263
2023
Q3 		$89.4K Buy
8,230
+845
+11% +$10.5K 0.01% 259
2023
Q2 		$92.6K Buy
7,385
+96
+1% +$1.25K 0.01% 251
2023
Q1 		$110K Sell
7,289
-81
-1% -$1.15K 0.01% 231
2022
Q4 		$69.9K Buy
+7,370
New +$83.2K 0.01% 273

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Armstrong Advisory Group's WBD Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Warner Bros (WBD) stake by 0.49% in Q3 2026, selling an estimated $804 and leaving 5,949 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #250.

Armstrong Advisory Group first reported a position in WBD in Q4 2022 and has held it in 16 quarters since. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Armstrong Advisory Group held 5,949 shares of Warner Bros worth $184K as of Q3 2026.
  • Armstrong Advisory Group sold 29 Warner Bros shares in Q3 2026, an estimated $804.
  • Warner Bros made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #250 holding.
  • Armstrong Advisory Group first reported a position in Warner Bros in Q4 2022 and has held it in 16 quarters since.
  • 48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.