GIM
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Guardian Investment Management’s Warner Bros WBD Stock Holding History

Guardian Investment Management’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 		$926K Hold
34,750
– – 0.6% 38
2026
Q1 		$954K Sell
34,750
-5,000
-13% -$140K 0.75% 35
2025
Q4 		$1.15M Sell
39,750
-18,250
-31% -$427K 0.89% 30
2025
Q3 		$1.13M Sell
58,000
-33,703
-37% -$459K 0.96% 30
2025
Q2 		$1.05M Buy
91,703
+7,856
+9% +$73.3K 1.06% 32
2025
Q1 		$900K Sell
83,847
-1,067
-1% -$11.2K 0.76% 36
2024
Q4 		$898K Sell
84,914
-1,917
-2% -$17.8K 0.64% 39
2024
Q3 		$716K Sell
86,831
-38,012
-30% -$297K 0.62% 40
2024
Q2 		$929K Buy
124,843
+60,988
+96% +$489K 0.66% 40
2024
Q1 		$557K Buy
63,855
+20,275
+47% +$195K 0.45% 50
2023
Q4 		$496K Buy
43,580
+5,434
+14% +$58.7K 0.42% 49
2023
Q3 		$414K Buy
38,146
+825
+2% +$10.3K 0.38% 51
2023
Q2 		$468K Sell
37,321
-1,405
-4% -$18.2K 0.4% 53
2023
Q1 		$581K Hold
38,726
– – 0.44% 51
2022
Q4 		$367K Buy
38,726
+4,753
+14% +$53.7K 0.35% 53
2022
Q3 		$390K Buy
33,973
+9,434
+38% +$128K 0.4% 49
2022
Q2 		$329K Buy
24,539
+4,539
+23% +$84.2K 0.29% 51
2022
Q1 		$534K Sell
20,000
-5,200
-21% -$143K 0.41% 52
2021
Q4 		$593K Hold
25,200
– – 0.41% 47
2021
Q3 		$640K Hold
25,200
– – 0.47% 49
2021
Q2 		$774K Buy
25,200
+5,200
+26% +$180K 0.53% 47
2021
Q1 		$869K Hold
20,000
– – 0.62% 45
2020
Q4 		$602K Hold
20,000
– – 0.46% 48
2020
Q3 		$435K Hold
20,000
– – 0.38% 50
2020
Q2 		$422K Hold
20,000
– – 0.38% 48
2020
Q1 		$389K Buy
+20,000
New +$549K 0.4% 47

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

Guardian Investment Management's WBD Position: Q2 2026 in Review

Guardian Investment Management held its Warner Bros (WBD) position steady in Q2 2026 at 34,750 shares worth $926K. The position accounts for 0.6% of the portfolio, ranked #38.

Guardian Investment Management first reported a position in WBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2025. 1,313 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Guardian Investment Management held 34,750 shares of Warner Bros worth $926K as of Q2 2026.
  • Guardian Investment Management left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.6% of Guardian Investment Management's portfolio in Q2 2026, its #38 holding.
  • Guardian Investment Management first reported a position in Warner Bros in Q1 2020 and has held it in 26 quarters since.
  • Guardian Investment Management's Warner Bros position peaked at $1.15M in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.