Carson Wealth (CWM LLC)
WBD icon

Carson Wealth (CWM LLC)’s Warner Bros WBD Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q1 		– Sell
-300
Closed -$1K – 4794
2023
Q4 		$1K Hold
300
– – ﹤0.01% 4064
2023
Q3 		$1K Hold
300
– – ﹤0.01% 4102
2023
Q2 		$1K Hold
300
– – ﹤0.01% 4096
2023
Q1 		$2K Sell
300
-500
-63% -$7.12K ﹤0.01% 3714
2022
Q4 		$2K Buy
800
+300
+60% +$3.39K ﹤0.01% 3643
2022
Q3 		$1K Buy
+500
New +$6.79K ﹤0.01% 3795

Other funds holding WBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Warner Bros (WBD) stake by 18% in Q1 2026, buying an estimated $306K and bringing the position to 70,900 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1207.

Carson Wealth (CWM LLC) first reported a position in WBD in Q3 2013 and has held it in 37 quarters since. 1,307 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 70,900 shares of Warner Bros worth $1.95M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,928 Warner Bros shares in Q1 2026, an estimated $306K.
  • Warner Bros made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1207 holding.
  • Carson Wealth (CWM LLC) first reported a position in Warner Bros in Q3 2013 and has held it in 37 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.