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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return