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
2026 Q2	$5.2K	Buy	+192	New	+$5.71K	﹤0.01%	3684
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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's WMG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Warner Music (WMG) in Q2 2026: 192 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #3684 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WMG as recently as Q4 2025.

Global Retirement Partners first reported a position in WMG in Q2 2020 and has held it in 12 quarters since. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

Global Retirement Partners held 192 shares of Warner Music worth $5.2K as of Q2 2026.
Warner Music was a new Global Retirement Partners position in Q2 2026.
Warner Music made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3684 holding.
Global Retirement Partners first reported a position in Warner Music in Q2 2020 and has held it in 12 quarters since.
336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.