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Financial Gravity Asset Management’s Warner Bros WBD Stock Holding History

Financial Gravity Asset 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
Q1 		$64.7K Buy
2,356
+2,304
+4,431% +$64.5K 0.01% 276
2025
Q4 		$1.5K Hold
52
– – ﹤0.01% 617
2025
Q3 		$1.02K Buy
+52
New +$708 ﹤0.01% 803
2025
Q1 		$27.3K Buy
+2,545
New +$26.6K 0.01% 431
2024
Q2 		– Sell
-388
Closed -$4.42K – 1793
2024
Q1 		$4.42K Sell
388
-5
-1% -$48 ﹤0.01% 592
2023
Q4 		$4.46K Buy
+393
New +$4.24K ﹤0.01% 612
2021
Q3 		$25K Hold
4
– – 0.01% 757
2021
Q2 		$31K Buy
+4
New +$139 0.01% 707
2020
Q4 		$0 Buy
+4
New +$98 ﹤0.01% 677

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's WBD Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Warner Bros (WBD) stake by 4,431% in Q1 2026, buying an estimated $64.5K and bringing the position to 2,356 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #276.

Financial Gravity Asset Management first reported a position in WBD in Q4 2020 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Financial Gravity Asset Management held 2,356 shares of Warner Bros worth $64.7K as of Q1 2026.
  • Financial Gravity Asset Management bought 2,304 Warner Bros shares in Q1 2026, an estimated $64.5K.
  • Warner Bros made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #276 holding.
  • Financial Gravity Asset Management first reported a position in Warner Bros in Q4 2020 and has held it in 9 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.