CWM
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Cahaba Wealth Management’s Warner Bros WBD Stock Holding History

Cahaba 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
Q1 		– Sell
-9,509
Closed -$274K – 165
2025
Q4 		$274K Sell
9,509
-493
-5% -$11.5K 0.02% 122
2025
Q3 		$195K Buy
+10,002
New +$136K 0.01% 152
2024
Q4 		– Sell
-10,442
Closed -$86.1K – 157
2024
Q3 		$86.1K Buy
+10,442
New +$81.6K 0.01% 150

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VPM
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Geode Capital Management
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PCM
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Millennium Management
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Harris Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
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