Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Warner Music WMG Stock Holding History

Cambridge Investment Research 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
2025
Q4 		– Sell
-7,224
Closed -$246K – 3977
2025
Q3 		$246K Sell
7,224
-2,550
-26% -$81.3K ﹤0.01% 3306
2025
Q2 		$266K Buy
9,774
+1,087
+13% +$30.3K ﹤0.01% 3084
2025
Q1 		$272K Buy
8,687
+80
+0.9% +$2.6K ﹤0.01% 2953
2024
Q4 		$267K Buy
8,607
+378
+5% +$12.1K ﹤0.01% 2930
2024
Q3 		$258K Buy
+8,229
New +$244K ﹤0.01% 2942
2022
Q4 		– Sell
-20,989
Closed -$487K – 3221
2022
Q3 		$487K Buy
20,989
+1,327
+7% +$36.5K ﹤0.01% 1953
2022
Q2 		$479K Buy
19,662
+6,817
+53% +$203K ﹤0.01% 1996
2022
Q1 		$486K Buy
+12,845
New +$486K ﹤0.01% 2120

Other funds holding WMG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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
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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return