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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
Q3 		$54.5K Hold
1,760
– – 0.02% 268
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Bullock Wealth Management's WBD Position: Q3 2026 in Review

Bullock Wealth Management held its Warner Bros (WBD) position steady in Q3 2026 at 1,760 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #268.

Bullock Wealth Management first reported a position in WBD in Q1 2024 and has held it in 11 quarters since. The position peaked at $56.5K in Q4 2025. 77 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Bullock Wealth Management held 1,760 shares of Warner Bros worth $54.5K as of Q3 2026.
  • Bullock Wealth Management left its Warner Bros share count unchanged in Q3 2026.
  • Warner Bros made up 0.02% of Bullock Wealth Management's portfolio in Q3 2026, its #268 holding.
  • Bullock Wealth Management first reported a position in Warner Bros in Q1 2024 and has held it in 11 quarters since.
  • Bullock Wealth Management's Warner Bros position peaked at $56.5K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Bullock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.