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Daymark Wealth Partners’s Warner Bros WBD Stock Holding History

Daymark 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 		$247K Buy
9,267
+794
+9% +$21.5K 0.01% 692
2026
Q1 		$233K Buy
8,473
+1,400
+20% +$39.2K 0.01% 665
2025
Q4 		$204K Sell
7,073
-6,470
-48% -$151K 0.01% 587
2025
Q3 		$264K Sell
13,543
-10,127
-43% -$138K 0.01% 518
2025
Q2 		$271K Buy
23,670
+2,603
+12% +$24.3K 0.01% 465
2025
Q1 		$226K Sell
21,067
-3,200
-13% -$33.5K 0.01% 468
2024
Q4 		$257K Sell
24,267
-4,937
-17% -$45.9K 0.01% 435
2024
Q3 		$241K Buy
29,204
+1,789
+7% +$14K 0.01% 469
2024
Q2 		$204K Buy
27,415
+10,728
+64% +$86K 0.01% 479
2024
Q1 		$146K Sell
16,687
-406
-2% -$3.91K 0.01% 420
2023
Q4 		$195K Sell
17,093
-2,287
-12% -$24.7K 0.01% 389
2023
Q3 		$210K Sell
19,380
-5,337
-22% -$66.6K 0.01% 357
2023
Q2 		$310K Buy
24,717
+849
+4% +$11K 0.02% 294
2023
Q1 		$360K Buy
23,868
+3,735
+19% +$53.2K 0.05% 218
2022
Q4 		$191K Buy
+20,133
New +$227K 0.03% 222

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

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

Daymark Wealth Partners increased its Warner Bros (WBD) stake by 9.4% in Q2 2026, buying an estimated $21.5K and bringing the position to 9,267 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #692.

Daymark Wealth Partners first reported a position in WBD in Q4 2022 and has held it in 15 quarters since. The position peaked at $360K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Daymark Wealth Partners held 9,267 shares of Warner Bros worth $247K as of Q2 2026.
  • Daymark Wealth Partners bought 794 Warner Bros shares in Q2 2026, an estimated $21.5K.
  • Warner Bros made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #692 holding.
  • Daymark Wealth Partners first reported a position in Warner Bros in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Warner Bros position peaked at $360K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.