Creative Planning
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Creative Planning’s Warner Music WMG Stock Holding History

Creative Planning’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Sell
10,117
-3,562
-26% -$106K ﹤0.01% 3642
2026
Q1 		$349K Buy
+13,679
New +$388K ﹤0.01% 3300

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's WMG Position: Q2 2026 in Review

Creative Planning reduced its Warner Music (WMG) stake by 26% in Q2 2026, selling an estimated $106K and leaving 10,117 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

Creative Planning first reported a position in WMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $349K in Q1 2026. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Creative Planning held 10,117 shares of Warner Music worth $274K as of Q2 2026.
  • Creative Planning sold 3,562 Warner Music shares in Q2 2026, an estimated $106K.
  • Warner Music made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3642 holding.
  • Creative Planning first reported a position in Warner Music in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Warner Music position peaked at $349K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.