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Bullock Wealth Management’s Warner Bros WBD Stock Holding History

Bullock Wealth 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 		$47.2K Sell
1,760
-202
-10% -$5.46K 0.02% 290
2026
Q1 		$53.9K Hold
1,962
– – 0.03% 265
2025
Q4 		$56.5K Hold
1,962
– – 0.03% 257
2025
Q3 		$38K Sell
1,962
-21
-1% -$286 0.02% 288
2025
Q2 		$21.7K Sell
1,983
-57
-3% -$532 0.01% 315
2025
Q1 		$20.8K Sell
2,040
-3
-0.1% -$31 0.01% 307
2024
Q4 		$21.6K Sell
2,043
-125
-6% -$1.16K 0.01% 314
2024
Q3 		$17.7K Sell
2,168
-10
-0.5% -$78 0.01% 316
2024
Q2 		$15.5K Sell
2,178
-689
-24% -$5.52K 0.01% 320
2024
Q1 		$25.2K Buy
+2,867
New +$27.6K 0.02% 288

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Bullock Wealth Management's WBD Position: Q2 2026 in Review

Bullock Wealth Management reduced its Warner Bros (WBD) stake by 10% in Q2 2026, selling an estimated $5.46K and leaving 1,760 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #290.

Bullock Wealth Management first reported a position in WBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $56.5K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Bullock Wealth Management held 1,760 shares of Warner Bros worth $47.2K as of Q2 2026.
  • Bullock Wealth Management sold 202 Warner Bros shares in Q2 2026, an estimated $5.46K.
  • Warner Bros made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Bullock Wealth Management first reported a position in Warner Bros in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Warner Bros position peaked at $56.5K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.