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Guardian Wealth Management (Illinois)’s Warner Bros WBD Stock Holding History

Guardian Wealth Management (Illinois)’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 		$1.53M Sell
57,402
-4,746
-8% -$128K 0.75% 44
2026
Q1 		$1.71M Buy
62,148
+5,253
+9% +$147K 0.93% 36
2025
Q4 		$1.64M Sell
56,895
-599
-1% -$14K 0.96% 36
2025
Q3 		$1.12M Buy
57,494
+263
+0.5% +$3.58K 0.66% 44
2025
Q2 		$656K Sell
57,231
-498
-0.9% -$4.64K 0.44% 48
2025
Q1 		$619K Buy
57,729
+21,712
+60% +$227K 0.41% 52
2024
Q4 		$381K Sell
36,017
-21,483
-37% -$200K 0.26% 55
2024
Q3 		$474K Buy
57,500
+534
+0.9% +$4.17K 0.33% 54
2024
Q2 		$424K Buy
56,966
+486
+0.9% +$3.89K 0.32% 52
2024
Q1 		$493K Buy
56,480
+16,575
+42% +$160K 0.38% 50
2023
Q4 		$454K Sell
39,905
-18,510
-32% -$200K 0.38% 52
2023
Q3 		$634K Sell
58,415
-153
-0.3% -$1.91K 0.59% 49
2023
Q2 		$734K Buy
58,568
+1,581
+3% +$20.5K 0.67% 50
2023
Q1 		$861K Buy
56,987
+9,297
+19% +$132K 0.83% 45
2022
Q4 		$452K Sell
47,690
-15,644
-25% -$177K 0.45% 57
2022
Q3 		$728K Sell
63,334
-459
-0.7% -$6.24K 0.82% 48
2022
Q2 		$856K Buy
+63,793
New +$1.18M 0.92% 45

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s WBD Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Warner Bros (WBD) stake by 7.6% in Q2 2026, selling an estimated $128K and leaving 57,402 shares worth $1.53M. The position accounts for 0.75% of the portfolio, ranked #44.

Guardian Wealth Management (Illinois) first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2026. 336 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 57,402 shares of Warner Bros worth $1.53M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 4,746 Warner Bros shares in Q2 2026, an estimated $128K.
  • Warner Bros made up 0.75% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #44 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
  • Guardian Wealth Management (Illinois)'s Warner Bros position peaked at $1.71M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.