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Asset Planning Inc’s Warner Bros WBD Stock Holding History

Asset Planning Inc’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 		$14.9K Buy
559
+254
+83% +$6.87K 0.01% 233
2026
Q1 		$8.38K Hold
305
– – 0.01% 240
2025
Q4 		$8.79K Hold
305
– – 0.01% 234
2025
Q3 		$5.96K Sell
305
-58
-16% -$790 ﹤0.01% 252
2025
Q2 		$4.16K Hold
363
– – ﹤0.01% 253
2025
Q1 		$3.9K Hold
363
– – ﹤0.01% 268
2024
Q4 		$3.84K Buy
+363
New +$3.37K ﹤0.01% 273

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 40.91% 1-Year Est. Return

Asset Planning Inc's WBD Position: Q2 2026 in Review

Asset Planning Inc increased its Warner Bros (WBD) stake by 83% in Q2 2026, buying an estimated $6.87K and bringing the position to 559 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #233.

Asset Planning Inc first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Asset Planning Inc held 559 shares of Warner Bros worth $14.9K as of Q2 2026.
  • Asset Planning Inc bought 254 Warner Bros shares in Q2 2026, an estimated $6.87K.
  • Warner Bros made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #233 holding.
  • Asset Planning Inc first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.