FP
WBD icon

Financial Perspectives’s Warner Bros WBD Stock Holding History

Financial Perspectives’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 		$79.5K Hold
2,982
– – 0.02% 267
2026
Q1 		$81.9K Hold
2,982
– – 0.02% 253
2025
Q4 		$85.9K Hold
2,982
– – 0.02% 246
2025
Q3 		$58.2K Sell
2,982
-49
-2% -$668 0.02% 290
2025
Q2 		$34.7K Hold
3,031
– – 0.01% 354
2025
Q1 		$32.5K Hold
3,031
– – 0.01% 347
2024
Q4 		$32K Sell
3,031
-453
-13% -$4.21K 0.01% 348
2024
Q3 		$28.7K Sell
3,484
-394
-10% -$3.08K 0.01% 340
2024
Q2 		$28.9K Sell
3,878
-368
-9% -$2.95K 0.01% 329
2024
Q1 		$37.1K Sell
4,246
-262
-6% -$2.52K 0.01% 309
2023
Q4 		$51.3K Hold
4,508
– – 0.02% 266
2023
Q3 		$49K Hold
4,508
– – 0.02% 257
2023
Q2 		$56.5K Sell
4,508
-445
-9% -$5.78K 0.02% 247
2023
Q1 		$74.8K Sell
4,953
-80
-2% -$1.14K 0.04% 220
2022
Q4 		$47.7K Sell
5,033
-1,434
-22% -$16.2K 0.02% 252
2022
Q3 		$74.4K Hold
6,467
– – 0.04% 201
2022
Q2 		$86.8K Buy
+6,467
New +$120K 0.05% 183

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

Financial Perspectives's WBD Position: Q2 2026 in Review

Financial Perspectives held its Warner Bros (WBD) position steady in Q2 2026 at 2,982 shares worth $79.5K. The position accounts for 0.02% of the portfolio, ranked #267.

Financial Perspectives first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $86.8K in Q2 2022. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Financial Perspectives held 2,982 shares of Warner Bros worth $79.5K as of Q2 2026.
  • Financial Perspectives left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #267 holding.
  • Financial Perspectives first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
  • Financial Perspectives's Warner Bros position peaked at $86.8K in Q2 2022.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.