DLA
WBD

Douglas Lane & Associates’s Warner Bros WBD Stock Holding History

Douglas Lane & Associates’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 		$48.1M Sell
1,553,746
-34,375
-2% -$953K 0.64% 64
2026
Q2 		$42.3M Sell
1,588,121
-27,226
-2% -$737K 0.57% 71
2026
Q1 		$44.4M Sell
1,615,347
-31,168
-2% -$873K 0.64% 65
2025
Q4 		$47.5M Sell
1,646,515
-88,855
-5% -$2.08M 0.65% 64
2025
Q3 		$33.9M Sell
1,735,370
-43,222
-2% -$589K 0.47% 84
2025
Q2 		$20.4M Buy
1,778,592
+21,303
+1% +$199K 0.3% 100
2025
Q1 		$18.9M Buy
1,757,289
+30,448
+2% +$318K 0.28% 105
2024
Q4 		$18.3M Buy
1,726,841
+211,272
+14% +$1.96M 0.26% 104
2024
Q3 		$12.5M Buy
1,515,569
+239,699
+19% +$1.87M 0.17% 109
2024
Q2 		$9.49M Buy
1,275,870
+118,987
+10% +$953K 0.13% 117
2024
Q1 		$10.1M Buy
1,156,883
+62,336
+6% +$601K 0.14% 115
2023
Q4 		$12.5M Buy
1,094,547
+28,286
+3% +$305K 0.19% 108
2023
Q3 		$11.6M Sell
1,066,261
-14,852
-1% -$185K 0.19% 108
2023
Q2 		$13.6M Buy
1,081,113
+32,262
+3% +$419K 0.22% 104
2023
Q1 		$15.8M Buy
1,048,851
+27,004
+3% +$384K 0.26% 101
2022
Q4 		$9.69M Buy
1,021,847
+698,351
+216% +$7.88M 0.16% 113
2022
Q3 		$3.72M Buy
323,496
+94,398
+41% +$1.28M 0.07% 120
2022
Q2 		$3.07M Buy
+229,098
New +$4.25M 0.05% 126
2021
Q1 		– Sell
-29,277
Closed -$881K – 221
2020
Q4 		$881K Sell
29,277
-29,411
-50% -$721K 0.01% 143
2020
Q3 		$1.28M Sell
58,688
-780
-1% -$17K 0.03% 132
2020
Q2 		$1.25M Sell
59,468
-200
-0.3% -$4.32K 0.03% 136
2020
Q1 		$1.16M Sell
59,668
-4,973
-8% -$136K 0.03% 136
2019
Q4 		$2.12M Buy
64,641
+1,625
+3% +$49K 0.04% 125
2019
Q3 		$1.68M Sell
63,016
-123
-0.2% -$3.57K 0.03% 130
2019
Q2 		$1.94M Sell
63,139
-6,208
-9% -$180K 0.04% 134
2019
Q1 		$1.87M Sell
69,347
-470
-0.7% -$13.1K 0.04% 134
2018
Q4 		$1.73M Sell
69,817
-222
-0.3% -$6.76K 0.04% 128
2018
Q3 		$2.24M Sell
70,039
-75
-0.1% -$2.11K 0.04% 129
2018
Q2 		$1.93M Buy
+70,114
New +$1.67M 0.04% 128
2018
Q1 		– Sell
-57,549
Closed -$1.29M – 202
2017
Q4 		$1.29M Buy
57,549
+2,140
+4% +$41.8K 0.03% 135
2017
Q3 		$1.18M Buy
55,409
+4,980
+10% +$117K 0.03% 141
2017
Q2 		$1.3M Buy
50,429
+12,885
+34% +$349K 0.03% 141
2017
Q1 		$1.09M Buy
37,544
+1,050
+3% +$29.4K 0.03% 151
2016
Q4 		$1M Sell
36,494
-500
-1% -$13.6K 0.03% 151
2016
Q3 		$996K Buy
36,994
+9,069
+32% +$233K 0.03% 154
2016
Q2 		$705K Buy
27,925
+930
+3% +$25.4K 0.02% 164
2016
Q1 		$773K Buy
+26,995
New +$723K 0.02% 157

Other funds holding WBD

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Douglas Lane & Associates's WBD Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Warner Bros (WBD) stake by 2.2% in Q3 2026, selling an estimated $953K and leaving 1,553,746 shares worth $48.1M. The position accounts for 0.64% of the portfolio, ranked #64.

Douglas Lane & Associates first reported a position in WBD in Q1 2016 and has held it in 37 quarters since. 41 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Douglas Lane & Associates held 1,553,746 shares of Warner Bros worth $48.1M as of Q3 2026.
  • Douglas Lane & Associates sold 34,375 Warner Bros shares in Q3 2026, an estimated $953K.
  • Warner Bros made up 0.64% of Douglas Lane & Associates's portfolio in Q3 2026, its #64 holding.
  • Douglas Lane & Associates first reported a position in Warner Bros in Q1 2016 and has held it in 37 quarters since.
  • 41 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.