FOFP
WBD icon

Fee-Only Financial Planning’s Warner Bros WBD Stock Holding History

Fee-Only Financial Planning’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 		$265K Hold
9,945
– – 0.14% 38
2026
Q1 		$273K Hold
9,945
– – 0.16% 36
2025
Q4 		$287K Buy
+9,945
New +$232K 0.17% 36
2023
Q4 		– Sell
-10,138
Closed -$110K – 42
2023
Q3 		$110K Hold
10,138
– – 0.09% 40
2023
Q2 		$127K Sell
10,138
-27
-0.3% -$350 0.1% 43
2023
Q1 		$153K Hold
10,165
– – 0.12% 42
2022
Q4 		$96.4K Buy
+10,165
New +$115K 0.08% 40

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 40.89% 1-Year Est. Return

Fee-Only Financial Planning's WBD Position: Q2 2026 in Review

Fee-Only Financial Planning held its Warner Bros (WBD) position steady in Q2 2026 at 9,945 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #38.

Fee-Only Financial Planning first reported a position in WBD in Q4 2022 and has held it in 7 quarters since. The position peaked at $287K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Fee-Only Financial Planning held 9,945 shares of Warner Bros worth $265K as of Q2 2026.
  • Fee-Only Financial Planning left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.14% of Fee-Only Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Fee-Only Financial Planning first reported a position in Warner Bros in Q4 2022 and has held it in 7 quarters since.
  • Fee-Only Financial Planning's Warner Bros position peaked at $287K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.