Garton & Associates Financial Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,045
Closed -$58.9K 697
2025
Q4
$58.9K Buy
+2,045
New +$47.8K 0.03% 337

Other funds holding WBD

Garton & Associates Financial Advisors's WBD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 2,045 shares — an estimated $58.9K sold.

Garton & Associates Financial Advisors first reported a position in WBD in Q4 2025 and held it in 1 quarter. The position peaked at $58.9K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,045 Warner Bros shares in Q1 2026, an estimated $58.9K.
  • Garton & Associates Financial Advisors first reported a position in Warner Bros in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Warner Bros position peaked at $58.9K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.