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Beese Fulmer Investment Management’s Warner Bros WBD Stock Holding History

Beese Fulmer Investment Management’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 		$712K Buy
26,712
+1,697
+7% +$45.9K 0.04% 185
2026
Q1 		$687K Sell
25,015
-38,997
-61% -$1.09M 0.04% 179
2025
Q4 		$922K Buy
64,012
+31,880
+99% +$745K 0.06% 153
2025
Q3 		$628K Sell
32,132
-1,314
-4% -$17.9K 0.04% 169
2025
Q2 		$383K Sell
33,446
-6,382
-16% -$59.5K 0.03% 207
2025
Q1 		$427K Buy
39,828
+387
+1% +$4.05K 0.04% 171
2024
Q4 		$417K Sell
39,441
-183
-0.5% -$1.7K 0.04% 163
2024
Q3 		$327K Sell
39,624
-1,273
-3% -$9.95K 0.03% 185
2024
Q2 		$304K Sell
40,897
-261
-0.6% -$2.09K 0.03% 187
2024
Q1 		$359K Sell
41,158
-13,698
-25% -$132K 0.03% 170
2023
Q4 		$624K Sell
54,856
-9,934
-15% -$107K 0.06% 134
2023
Q3 		$704K Sell
64,790
-6,002
-8% -$74.9K 0.08% 129
2023
Q2 		$888K Sell
70,792
-1,536
-2% -$19.9K 0.1% 122
2023
Q1 		$1.09M Sell
72,328
-1,687
-2% -$24K 0.12% 113
2022
Q4 		$702K Sell
74,015
-17,701
-19% -$200K 0.08% 133
2022
Q3 		$1.05M Sell
91,716
-197
-0.2% -$2.68K 0.14% 112
2022
Q2 		$1.23M Buy
+91,913
New +$1.7M 0.16% 107
2021
Q3 		– Sell
-6,815
Closed -$209K – 245
2021
Q2 		$209K Hold
6,815
– – 0.02% 214
2021
Q1 		$296K Hold
6,815
– – 0.04% 176
2020
Q4 		$205K Buy
+6,815
New +$167K 0.03% 198
2020
Q3 		– Sell
-8,815
Closed -$186K – 544
2020
Q2 		$186K Buy
+8,815
New +$190K 0.03% 189
2020
Q1 		– Sell
-9,490
Closed -$311K – 201
2019
Q4 		$311K Hold
9,490
– – 0.04% 157
2019
Q3 		$253K Sell
9,490
-1,100
-10% -$31.9K 0.04% 174
2019
Q2 		$325K Sell
10,590
-250
-2% -$7.26K 0.06% 129
2019
Q1 		$293K Sell
10,840
-1,183
-10% -$32.9K 0.06% 138
2018
Q4 		$297K Hold
12,023
– – 0.07% 129
2018
Q3 		$385K Hold
12,023
– – 0.08% 121
2018
Q2 		$331K Buy
12,023
+200
+2% +$4.77K 0.07% 125
2018
Q1 		$253K Hold
11,823
– – 0.06% 148
2017
Q4 		$265K Hold
11,823
– – 0.06% 149
2017
Q3 		$252K Hold
11,823
– – 0.06% 151
2017
Q2 		$305K Hold
11,823
– – 0.07% 130
2017
Q1 		$344K Hold
11,823
– – 0.08% 120
2016
Q4 		$324K Sell
11,823
-47
-0.4% -$1.27K 0.08% 124
2016
Q3 		$320K Buy
11,870
+1,353
+13% +$34.7K 0.09% 124
2016
Q2 		$265K Hold
10,517
– – 0.08% 129
2016
Q1 		$296K Sell
10,517
-865
-8% -$23.2K 0.09% 125
2015
Q4 		$304K Sell
11,382
-38
-0.3% -$1.1K 0.09% 120
2015
Q3 		$297K Hold
11,420
– – 0.1% 119
2015
Q2 		$380K Hold
11,420
– – 0.12% 108
2015
Q1 		$351K Sell
11,420
-50
-0.4% -$1.57K 0.12% 104
2014
Q4 		$395K Buy
11,470
+2,600
+29% +$90.1K 0.12% 113
2014
Q3 		$335K Sell
8,870
-8,489
-49% -$353K 0.11% 120
2014
Q2 		$659K Hold
17,359
– – 0.21% 93
2014
Q1 		$734K Hold
17,359
– – 0.26% 88
2013
Q4 		$802K Hold
17,359
– – 0.29% 84
2013
Q3 		$749K Buy
17,359
+98
+0.6% +$4.07K 0.29% 81
2013
Q2 		$681K Buy
+17,261
New +$688K 0.29% 82

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Beese Fulmer Investment Management's WBD Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Warner Bros (WBD) stake by 6.8% in Q2 2026, buying an estimated $45.9K and bringing the position to 26,712 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #185.

Beese Fulmer Investment Management first reported a position in WBD in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.23M in Q2 2022. 474 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Beese Fulmer Investment Management held 26,712 shares of Warner Bros worth $712K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,697 Warner Bros shares in Q2 2026, an estimated $45.9K.
  • Warner Bros made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #185 holding.
  • Beese Fulmer Investment Management first reported a position in Warner Bros in Q2 2013 and has held it in 48 quarters since.
  • Beese Fulmer Investment Management's Warner Bros position peaked at $1.23M in Q2 2022.
  • 474 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.