CI
WBD

CX Institutional’s Warner Bros WBD Stock Holding History

CX Institutional’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
Q3 		$1.18M Buy
38,104
+4,620
+14% +$128K 0.03% 319
2026
Q2 		$893K Sell
33,484
-1,474
-4% -$39.9K 0.03% 347
2026
Q1 		$960K Buy
34,958
+1,051
+3% +$29.4K 0.03% 347
2025
Q4 		$977K Buy
33,907
+1,094
+3% +$25.6K 0.03% 291
2025
Q3 		$641K Sell
32,813
-704
-2% -$9.59K 0.02% 374
2025
Q2 		$384K Buy
33,517
+6,193
+23% +$57.8K 0.01% 440
2025
Q1 		$293K Buy
27,324
+1,465
+6% +$15.3K 0.01% 488
2024
Q4 		$273K Buy
25,859
+3,690
+17% +$34.3K 0.01% 460
2024
Q3 		$183K Buy
+22,169
New +$173K 0.01% 545
2024
Q2 		– Sell
-5,507
Closed -$48.1K – 569
2024
Q1 		$48.1K Sell
5,507
-29,907
-84% -$288K ﹤0.01% 540
2023
Q4 		$403K Buy
+35,414
New +$382K 0.02% 353
2023
Q3 		– Sell
-10,481
Closed -$131K – 556
2023
Q2 		$131K Buy
+10,481
New +$136K 0.01% 506
2022
Q3 		– Sell
-115,957
Closed -$1.56M – 1127
2022
Q2 		$1.56M Buy
115,957
+75,608
+187% +$1.4M 0.12% 205
2022
Q1 		$1M Buy
+40,349
New +$1.11M 0.08% 220
2021
Q4 		– Sell
-1,982
Closed -$50K – 896
2021
Q3 		$50K Buy
1,982
+974
+97% +$27.4K ﹤0.01% 578
2021
Q2 		$31K Buy
1,008
+15
+2% +$520 ﹤0.01% 657
2021
Q1 		$43K Buy
993
+164
+20% +$8.19K ﹤0.01% 520
2020
Q4 		$25K Buy
829
+116
+16% +$2.84K ﹤0.01% 572
2020
Q3 		$16K Buy
713
+591
+484% +$12.9K ﹤0.01% 597
2020
Q2 		$3K Sell
122
-267
-69% -$5.77K ﹤0.01% 732
2020
Q1 		$8K Buy
389
+27
+7% +$741 ﹤0.01% 486
2019
Q4 		$12K Buy
362
+189
+109% +$5.7K ﹤0.01% 418
2019
Q3 		$5K Sell
173
-28
-14% -$813 ﹤0.01% 596
2019
Q2 		$6K Buy
201
+98
+95% +$2.85K ﹤0.01% 597
2019
Q1 		$3K Buy
103
+76
+281% +$2.12K ﹤0.01% 656
2018
Q4 		$1K Buy
+27
New +$822 ﹤0.01% 519

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional's WBD Position: Q3 2026 in Review

CX Institutional increased its Warner Bros (WBD) stake by 14% in Q3 2026, buying an estimated $128K and bringing the position to 38,104 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #319.

CX Institutional first reported a position in WBD in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.56M in Q2 2022. 41 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • CX Institutional held 38,104 shares of Warner Bros worth $1.18M as of Q3 2026.
  • CX Institutional bought 4,620 Warner Bros shares in Q3 2026, an estimated $128K.
  • Warner Bros made up 0.03% of CX Institutional's portfolio in Q3 2026, its #319 holding.
  • CX Institutional first reported a position in Warner Bros in Q4 2018 and has held it in 26 quarters since.
  • CX Institutional's Warner Bros position peaked at $1.56M in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.