Capstone Investment Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$253M Buy
9,218,800
+5,496,400
+148% +$154M 0.44% 33
2025
Q4
$107M Buy
3,722,400
+3,443,900
+1,237% +$80.5M 0.21% 52
2025
Q3
$5.44M Buy
278,500
+90,400
+48% +$1.23M 0.01% 452
2025
Q2
$2.16M Sell
188,100
-117,500
-38% -$1.1M 0.01% 619
2025
Q1
$3.28M Sell
305,600
-350,400
-53% -$3.67M 0.01% 555
2024
Q4
$6.93M Buy
656,000
+145,900
+29% +$1.36M 0.02% 441
2024
Q3
$4.21M Buy
510,100
+50,600
+11% +$395K 0.01% 508
2024
Q2
$3.42M Buy
459,500
+269,600
+142% +$2.16M 0.01% 563
2024
Q1
$1.66M Sell
189,900
-204,800
-52% -$1.97M 0.01% 875
2023
Q4
$4.49M Buy
394,700
+69,300
+21% +$748K 0.01% 561
2023
Q3
$3.53M Buy
325,400
+15,500
+5% +$193K 0.02% 533
2023
Q2
$3.89M Buy
309,900
+29,900
+11% +$388K 0.02% 450
2023
Q1
$4.23M Buy
280,000
+269,100
+2,469% +$3.83M 0.02% 397
2022
Q4
$103K Sell
10,900
-17,900
-62% -$202K ﹤0.01% 1386
2022
Q3
$331K Sell
28,800
-64,000
-69% -$870K ﹤0.01% 1380
2022
Q2
$1.25M Buy
92,800
+46,400
+100% +$861K 0.01% 935
2022
Q1
$1.16M Sell
46,400
-62,300
-57% -$1.71M ﹤0.01% 1260
2021
Q4
$2.56M Buy
108,700
+18,200
+20% +$453K ﹤0.01% 1047
2021
Q3
$2.3M Buy
90,500
+3,500
+4% +$98.4K ﹤0.01% 1142
2021
Q2
$2.67M Buy
87,000
+10,000
+13% +$347K 0.01% 929
2021
Q1
$3.35M Buy
77,000
+23,600
+44% +$1.18M 0.01% 763
2020
Q4
$1.61M Buy
53,400
+13,600
+34% +$333K 0.01% 942
2020
Q3
$866K Buy
39,800
+9,000
+29% +$197K ﹤0.01% 1050
2020
Q2
$650K Sell
30,800
-9,000
-23% -$194K ﹤0.01% 1024
2020
Q1
$774K Sell
39,800
-5,100
-11% -$140K 0.01% 785
2019
Q4
$1.47M Buy
44,900
+25,200
+128% +$759K 0.01% 924
2019
Q3
$525K Buy
19,700
+5,300
+37% +$154K ﹤0.01% 1079
2019
Q2
$442K Buy
14,400
+4,300
+43% +$125K ﹤0.01% 1134
2019
Q1
$273K Buy
10,100
+5,800
+135% +$161K ﹤0.01% 1089
2018
Q4
$106K Buy
+4,300
New +$131K ﹤0.01% 1113
2015
Q4
Sell
-62,500
Closed -$1.63M 558
2015
Q3
$1.63M Hold
62,500
0.04% 197
2015
Q2
$2.08M Buy
+62,500
New +$2.06M 0.03% 218

Other funds holding WBD

Capstone Investment Advisors's WBD Position: Q1 2026 in Review

Capstone Investment Advisors increased its Warner Bros (WBD) stake by 172% in Q1 2026, buying an estimated $181M and bringing the position to 10,205,000 shares worth $280M. The position accounts for 0.49% of the portfolio, ranked #31.

Capstone Investment Advisors first reported a position in WBD in Q4 2015 and has held it in 28 quarters since. 1,307 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Capstone Investment Advisors held 10,205,000 shares of Warner Bros worth $280M as of Q1 2026.
  • Capstone Investment Advisors bought 6,455,000 Warner Bros shares in Q1 2026, an estimated $181M.
  • Warner Bros made up 0.49% of Capstone Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Capstone Investment Advisors first reported a position in Warner Bros in Q4 2015 and has held it in 28 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.