HWA
WBD

HHM Wealth Advisors’s Warner Bros WBD Stock Holding History

HHM Wealth Advisors’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 		$15.2K Hold
570
– – ﹤0.01% 567
2026
Q1 		$15.7K Buy
570
+94
+20% +$2.63K ﹤0.01% 548
2025
Q4 		$13.7K Sell
476
-14
-3% -$327 ﹤0.01% 561
2025
Q3 		$9.57K Buy
490
+199
+68% +$2.71K ﹤0.01% 647
2025
Q2 		$3.33K Sell
291
-148
-34% -$1.38K ﹤0.01% 720
2025
Q1 		$4.71K Buy
439
+9
+2% +$94 ﹤0.01% 674
2024
Q4 		$4.55K Buy
430
+191
+80% +$1.77K ﹤0.01% 688
2024
Q3 		$1.97K Hold
239
– – ﹤0.01% 710
2024
Q2 		$1.78K Sell
239
-179
-43% -$1.43K ﹤0.01% 714
2024
Q1 		$3.65K Hold
418
– – ﹤0.01% 651
2023
Q4 		$4.76K Sell
418
-270
-39% -$2.91K ﹤0.01% 632
2023
Q3 		$7.47K Buy
688
+18
+3% +$225 ﹤0.01% 561
2023
Q2 		$8.4K Hold
670
– – ﹤0.01% 568
2023
Q1 		$10.1K Sell
670
-361
-35% -$5.14K ﹤0.01% 526
2022
Q4 		$9.77K Sell
1,031
-737
-42% -$8.32K ﹤0.01% 453
2022
Q3 		$20K Sell
1,768
-1,323
-43% -$18K 0.01% 348
2022
Q2 		$41K Buy
+3,091
New +$57.3K 0.01% 307
2021
Q1 		– Sell
-27
Closed -$1K – 611
2020
Q4 		$1K Hold
27
– – ﹤0.01% 523
2020
Q3 		$1K Hold
27
– – ﹤0.01% 493
2020
Q2 		$1K Hold
27
– – ﹤0.01% 475
2020
Q1 		$1K Buy
+27
New +$741 ﹤0.01% 459

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's WBD Position: Q2 2026 in Review

HHM Wealth Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 570 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

HHM Wealth Advisors first reported a position in WBD in Q1 2020 and has held it in 21 quarters since. The position peaked at $41K in Q2 2022. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • HHM Wealth Advisors held 570 shares of Warner Bros worth $15.2K as of Q2 2026.
  • HHM Wealth Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #567 holding.
  • HHM Wealth Advisors first reported a position in Warner Bros in Q1 2020 and has held it in 21 quarters since.
  • HHM Wealth Advisors's Warner Bros position peaked at $41K in Q2 2022.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.