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Cornerstone Planning Group’s Warner Bros WBD Stock Holding History

Cornerstone Planning Group’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 		$65.1K Sell
2,517
-7
-0.3% -$189 0.01% 340
2026
Q1 		$68.7K Sell
2,524
-15
-0.6% -$420 0.01% 325
2025
Q4 		$71K Buy
2,539
+2,415
+1,948% +$56.4K 0.01% 274
2025
Q3 		$21.2K Sell
124
-2,275
-95% -$31K ﹤0.01% 561
2025
Q2 		$30.5K Buy
2,399
+84
+4% +$783 0.01% 326
2025
Q1 		$19.3K Buy
2,315
+1,121
+94% +$11.7K ﹤0.01% 425
2024
Q4 		$12.5K Hold
1,194
– – ﹤0.01% 381
2024
Q3 		$9.02K Buy
1,194
+59
+5% +$461 ﹤0.01% 434
2024
Q2 		$8.94K Sell
1,135
-33
-3% -$264 ﹤0.01% 464
2024
Q1 		$9.31K Sell
1,168
-2
-0.2% -$19 ﹤0.01% 421
2023
Q4 		$13.3K Sell
1,170
-63
-5% -$680 ﹤0.01% 378
2023
Q3 		$13.4K Buy
1,233
+10
+0.8% +$125 0.01% 365
2023
Q2 		$15.3K Buy
+1,223
New +$15.9K 0.01% 504
2022
Q4 		$15.9K Buy
+1,279
New +$14.4K 0.01% 490

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 40.89% 1-Year Est. Return

Cornerstone Planning Group's WBD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Warner Bros (WBD) stake by 0.28% in Q2 2026, selling an estimated $189 and leaving 2,517 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #340.

Cornerstone Planning Group first reported a position in WBD in Q4 2022 and has held it in 14 quarters since. The position peaked at $71K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Cornerstone Planning Group held 2,517 shares of Warner Bros worth $65.1K as of Q2 2026.
  • Cornerstone Planning Group sold 7 Warner Bros shares in Q2 2026, an estimated $189.
  • Warner Bros made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #340 holding.
  • Cornerstone Planning Group first reported a position in Warner Bros in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Warner Bros position peaked at $71K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.