Global Retirement Partners’s Warner Music WMG Stock Holding History

Global Retirement Partners’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.02K	Sell	66 -2	-3%	-$61	﹤0.01%	3726
2025 Q3	$2.32K	Buy	68 +2	+3%	+$64	﹤0.01%	3275
2025 Q2	$1.8K	Buy	+66	New	+$1.84K	﹤0.01%	3276
2024 Q4	–	Sell	-5	Closed	-$161	–	3792
2024 Q3	$161	Sell	5 -18	-78%	-$533	﹤0.01%	3389
2024 Q2	$710	Buy	23 +9	+64%	+$289	﹤0.01%	3235
2024 Q1	$465	Hold	14	–	–	﹤0.01%	3146
2023 Q4	$505	Hold	14	–	–	﹤0.01%	3081
2023 Q3	$447	Buy	+14	New	+$439	﹤0.01%	2982
2021 Q1	–	Sell	-68	Closed	-$3K	–	1914
2020 Q4	$3K	Hold	68	–	–	﹤0.01%	1564
2020 Q3	$2K	Hold	68	–	–	﹤0.01%	1517
2020 Q2	$2K	Buy	+68	New	+$2.12K	﹤0.01%	1500

Other funds holding WMG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Global Retirement Partners's WMG Position: Q4 2025 in Review

Global Retirement Partners reduced its Warner Music (WMG) stake by 2.9% in Q4 2025, selling an estimated $61 and leaving 66 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Global Retirement Partners first reported a position in WMG in Q2 2020 and has held it in 11 quarters since. The position peaked at $3K in Q4 2020. 302 funds tracked by Wall St. Rank hold WMG as of Q4 2025.

Global Retirement Partners held 66 shares of Warner Music worth $2.02K as of Q4 2025.
Global Retirement Partners sold 2 Warner Music shares in Q4 2025, an estimated $61.
Warner Music made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3726 holding.
Global Retirement Partners first reported a position in Warner Music in Q2 2020 and has held it in 11 quarters since.
Global Retirement Partners's Warner Music position peaked at $3K in Q4 2020.
302 funds tracked by Wall St. Rank held Warner Music as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.