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Bell Investment Advisors’s Warner Music WMG Stock Holding History

Bell Investment Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22K Hold
87
– – ﹤0.01% 1298
2025
Q4 		$2.67K Sell
87
-122
-58% -$3.73K ﹤0.01% 1245
2025
Q3 		$7.12K Hold
209
– – ﹤0.01% 767
2025
Q2 		$5.69K Sell
209
-28
-12% -$781 ﹤0.01% 926
2025
Q1 		$7.43K Buy
237
+28
+13% +$910 ﹤0.01% 721
2024
Q4 		$6.48K Sell
209
-14
-6% -$448 ﹤0.01% 795
2024
Q3 		$6.98K Hold
223
– – ﹤0.01% 774
2024
Q2 		$6.83K Buy
223
+14
+7% +$449 ﹤0.01% 771
2024
Q1 		$6.9K Hold
209
– – ﹤0.01% 747
2023
Q4 		$7.48K Buy
209
+106
+103% +$3.5K ﹤0.01% 672
2023
Q3 		$3.23K Sell
103
-19
-16% -$595 ﹤0.01% 1044
2023
Q2 		$3.18K Buy
122
+4
+3% +$111 ﹤0.01% 1058
2023
Q1 		$3.94K Sell
118
-34
-22% -$1.15K ﹤0.01% 893
2022
Q4 		$5.32K Buy
152
+35
+30% +$1.02K ﹤0.01% 774
2022
Q3 		$3K Sell
117
-36
-24% -$991 ﹤0.01% 998
2022
Q2 		$4K Buy
+153
New +$4.57K ﹤0.01% 866
2021
Q4 		$7K Buy
163
+91
+126% +$4.09K ﹤0.01% 640
2021
Q3 		$3K Buy
+72
New +$2.74K ﹤0.01% 987

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return