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FSM Wealth Advisors’s Warner Bros WBD Stock Holding History

FSM Wealth Advisors’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 		$221K Buy
8,307
+214
+3% +$5.79K 0.02% 322
2026
Q1 		$222K Sell
8,093
-136
-2% -$3.81K 0.03% 297
2025
Q4 		$237K Buy
+8,229
New +$192K 0.03% 279

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 $3.38T AUM 44.17% 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

FSM Wealth Advisors's WBD Position: Q2 2026 in Review

FSM Wealth Advisors increased its Warner Bros (WBD) stake by 2.6% in Q2 2026, buying an estimated $5.79K and bringing the position to 8,307 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #322.

FSM Wealth Advisors first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • FSM Wealth Advisors held 8,307 shares of Warner Bros worth $221K as of Q2 2026.
  • FSM Wealth Advisors bought 214 Warner Bros shares in Q2 2026, an estimated $5.79K.
  • Warner Bros made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • FSM Wealth Advisors first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • FSM Wealth Advisors's Warner Bros position peaked at $237K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.