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Concord Wealth Partners’s Warner Bros WBD Stock Holding History

Concord Wealth Partners’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
Q2 		$20.6K Buy
+772
New +$20.9K ﹤0.01% 476
2026
Q1 		– Sell
-881
Closed -$25.4K – 784
2025
Q4 		$25.4K Sell
881
-440
-33% -$10.3K ﹤0.01% 417
2025
Q3 		$25.8K Buy
1,321
+440
+50% +$5.99K ﹤0.01% 422
2025
Q2 		$10.1K Sell
881
-713
-45% -$6.65K ﹤0.01% 540
2025
Q1 		$17.1K Sell
1,594
-7
-0.4% -$73 ﹤0.01% 452
2024
Q4 		$16.9K Sell
1,601
-854
-35% -$7.94K ﹤0.01% 478
2024
Q3 		$20.3K Buy
2,455
+1,230
+100% +$9.61K ﹤0.01% 465
2024
Q2 		$9.11K Sell
1,225
-3,310
-73% -$26.5K ﹤0.01% 518
2024
Q1 		$39.6K Buy
4,535
+1,027
+29% +$9.9K 0.01% 389
2023
Q4 		$39.9K Sell
3,508
-2,288
-39% -$24.7K 0.01% 382
2023
Q3 		$62.9K Buy
5,796
+630
+12% +$7.86K 0.01% 345
2023
Q2 		$64.8K Buy
5,166
+358
+7% +$4.65K 0.01% 321
2023
Q1 		$72.6K Sell
4,808
-933
-16% -$13.3K 0.02% 292
2022
Q4 		$54.4K Buy
+5,741
New +$64.8K 0.02% 365
2022
Q3 		– Sell
-6,478
Closed -$87K – 1149
2022
Q2 		$87K Buy
+6,478
New +$120K 0.02% 282
2021
Q3 		– Sell
-300
Closed -$9K – 1040
2021
Q2 		$9K Buy
300
+100
+50% +$3.47K ﹤0.01% 645
2021
Q1 		$9K Sell
200
-3,104
-94% -$155K ﹤0.01% 599
2020
Q4 		$99K Buy
+3,304
New +$81K 0.08% 136

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Concord Wealth Partners's WBD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Warner Bros (WBD) in Q2 2026: 772 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WBD as recently as Q4 2025.

Concord Wealth Partners first reported a position in WBD in Q4 2020 and has held it in 18 quarters since. The position peaked at $99K in Q4 2020. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Concord Wealth Partners held 772 shares of Warner Bros worth $20.6K as of Q2 2026.
  • Warner Bros was a new Concord Wealth Partners position in Q2 2026.
  • Warner Bros made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #476 holding.
  • Concord Wealth Partners first reported a position in Warner Bros in Q4 2020 and has held it in 18 quarters since.
  • Concord Wealth Partners's Warner Bros position peaked at $99K in Q4 2020.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.