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Atwood & Palmer’s Warner Bros WBD Stock Holding History

Atwood & Palmer’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 		– Sell
-39
Closed -$1.07K – 552
2026
Q1 		$1.07K Buy
+39
New +$1.09K ﹤0.01% 470
2023
Q1 		– Sell
-288
Closed -$2.73K – 394
2022
Q4 		$2.73K Hold
288
– – ﹤0.01% 359
2022
Q3 		$3K Hold
288
– – ﹤0.01% 353
2022
Q2 		$4K Buy
+288
New +$5.34K ﹤0.01% 368

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atwood & Palmer's WBD Position: Q2 2026 in Review

Atwood & Palmer sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 39 shares — an estimated $1.07K sold.

Atwood & Palmer first reported a position in WBD in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 713 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Atwood & Palmer reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Atwood & Palmer sold 39 Warner Bros shares in Q2 2026, an estimated $1.07K.
  • Atwood & Palmer first reported a position in Warner Bros in Q2 2022 and held it in 4 quarters.
  • Atwood & Palmer's Warner Bros position peaked at $4K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.