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Evelyn Partners Investment Management Services’s Warner Bros WBD Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$9.42K Hold
343
– – ﹤0.01% 254
2025
Q4 		$9.88K Hold
343
– – ﹤0.01% 233
2025
Q3 		$6.7K Hold
343
– – ﹤0.01% 246
2025
Q2 		$3.93K Hold
343
– – ﹤0.01% 246
2025
Q1 		$3.68K Hold
343
– – ﹤0.01% 248
2024
Q4 		$3.63K Buy
+343
New +$3.19K ﹤0.01% 252

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management Services's WBD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Warner Bros (WBD) position steady in Q1 2026 at 343 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Evelyn Partners Investment Management Services first reported a position in WBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.88K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Evelyn Partners Investment Management Services held 343 shares of Warner Bros worth $9.42K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Warner Bros share count unchanged in Q1 2026.
  • Warner Bros made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #254 holding.
  • Evelyn Partners Investment Management Services first reported a position in Warner Bros in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Warner Bros position peaked at $9.88K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.