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Beacon Investment Advisory Services’s Warner Bros WBD Stock Holding History

Beacon Investment Advisory Services’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 		$116K Buy
4,351
+1,897
+77% +$51.3K ﹤0.01% 315
2026
Q1 		$67.4K Buy
+2,454
New +$68.7K ﹤0.01% 384

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

Beacon Investment Advisory Services's WBD Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Warner Bros (WBD) stake by 77% in Q2 2026, buying an estimated $51.3K and bringing the position to 4,351 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Beacon Investment Advisory Services first reported a position in WBD in Q1 2026 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Beacon Investment Advisory Services held 4,351 shares of Warner Bros worth $116K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1,897 Warner Bros shares in Q2 2026, an estimated $51.3K.
  • Warner Bros made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #315 holding.
  • Beacon Investment Advisory Services first reported a position in Warner Bros in Q1 2026 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.