EWM
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Evermay Wealth Management’s Warner Bros WBD Stock Holding History

Evermay Wealth Management’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 		$69.9K Buy
2,621
+2,614
+37,343% +$70.7K 0.01% 317
2026
Q1 		$193 Sell
7
-713
-99% -$20K ﹤0.01% 582
2025
Q4 		$20.8K Hold
720
– – ﹤0.01% 385
2025
Q3 		$14.1K Hold
720
– – ﹤0.01% 419
2025
Q2 		$8.25K Hold
720
– – ﹤0.01% 457
2025
Q1 		$7.73K Buy
720
+713
+10,186% +$7.46K ﹤0.01% 466
2024
Q4 		$74 Hold
7
– – ﹤0.01% 561
2024
Q3 		$58 Hold
7
– – ﹤0.01% 586
2024
Q2 		$53 Hold
7
– – ﹤0.01% 604
2024
Q1 		$62 Sell
7
-31
-82% -$299 ﹤0.01% 605
2023
Q4 		$433 Sell
38
-392
-91% -$4.23K ﹤0.01% 573
2023
Q3 		$4.67K Hold
430
– – ﹤0.01% 468
2023
Q2 		$5.39K Sell
430
-47
-10% -$610 ﹤0.01% 459
2023
Q1 		$7.2K Sell
477
-24
-5% -$342 ﹤0.01% 440
2022
Q4 		$4.75K Sell
501
-217
-30% -$2.45K ﹤0.01% 459
2022
Q3 		$8K Sell
718
-17
-2% -$231 ﹤0.01% 423
2022
Q2 		$10K Buy
+735
New +$13.6K ﹤0.01% 401

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

Evermay Wealth Management's WBD Position: Q2 2026 in Review

Evermay Wealth Management increased its Warner Bros (WBD) stake by 37,343% in Q2 2026, buying an estimated $70.7K and bringing the position to 2,621 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #317.

Evermay Wealth Management first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Evermay Wealth Management held 2,621 shares of Warner Bros worth $69.9K as of Q2 2026.
  • Evermay Wealth Management bought 2,614 Warner Bros shares in Q2 2026, an estimated $70.7K.
  • Warner Bros made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Evermay Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.