Cherry Tree Wealth Management’s Warner Bros WBD Stock Holding History

Cherry Tree 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	$11.3K	Hold	413	–	–	﹤0.01%	408
2025 Q4	$11.9K	Hold	413	–	–	﹤0.01%	406
2025 Q3	$8.07K	Hold	413	–	–	﹤0.01%	434
2025 Q2	$4.73K	Hold	413	–	–	﹤0.01%	482
2025 Q1	$4.43K	Buy	+413	New	+$4.32K	﹤0.01%	547
2024 Q3	–	Sell	-301	Closed	-$2.24K	–	616
2024 Q2	$2.24K	Hold	301	–	–	﹤0.01%	507
2024 Q1	$2.63K	Hold	301	–	–	﹤0.01%	489
2023 Q4	$3.43K	Hold	301	–	–	﹤0.01%	460
2023 Q3	$3.27K	Hold	301	–	–	﹤0.01%	448
2023 Q2	$3.77K	Buy	+301	New	+$3.91K	﹤0.01%	438

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's WBD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Warner Bros (WBD) position steady in Q1 2026 at 413 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Cherry Tree Wealth Management first reported a position in WBD in Q2 2023 and has held it in 10 quarters since. The position peaked at $11.9K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

Cherry Tree Wealth Management held 413 shares of Warner Bros worth $11.3K as of Q1 2026.
Cherry Tree Wealth Management left its Warner Bros share count unchanged in Q1 2026.
Warner Bros made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #408 holding.
Cherry Tree Wealth Management first reported a position in Warner Bros in Q2 2023 and has held it in 10 quarters since.
Cherry Tree Wealth Management's Warner Bros position peaked at $11.9K in Q4 2025.
1,314 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.