CBIZ Investment Advisory Services’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
Q2
$1.98K Hold
72
﹤0.01% 339
2026
Q1
$1.98K Sell
72
-1,814
-96% -$50.8K ﹤0.01% 339
2025
Q4
$54.4K Hold
1,886
﹤0.01% 130
2025
Q3
$36.8K Hold
1,886
﹤0.01% 161
2025
Q2
$21.6K Sell
1,886
-692
-27% -$6.45K ﹤0.01% 257
2025
Q1
$27.7K Sell
2,578
-14
-0.5% -$146 ﹤0.01% 180
2024
Q4
$27.4K Buy
2,592
+710
+38% +$6.6K ﹤0.01% 173
2024
Q3
$15.5K Buy
1,882
+53
+3% +$414 ﹤0.01% 231
2024
Q2
$13.6K Buy
1,829
+1,757
+2,440% +$14.1K ﹤0.01% 224
2024
Q1
$629 Buy
+72
New +$694 ﹤0.01% 335

Other funds holding WBD

CBIZ Investment Advisory Services's WBD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Warner Bros (WBD) position steady in Q2 2026 at 72 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

CBIZ Investment Advisory Services first reported a position in WBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.4K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • CBIZ Investment Advisory Services held 72 shares of Warner Bros worth $1.98K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #339 holding.
  • CBIZ Investment Advisory Services first reported a position in Warner Bros in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Warner Bros position peaked at $54.4K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.