IFG Advisory’s Warner Bros WBD Stock Holding History

IFG Advisory’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 Q1	$1.98K	Sell	72 -10,267	-99%	-$287K	0.01%	311
2025 Q4	$298K	Buy	+10,339	New	+$242K	0.01%	640
2025 Q3	–	Sell	-10,517	Closed	-$121K	–	799
2025 Q2	$121K	Buy	10,517 +234	+2%	+$2.18K	0.01%	729
2025 Q1	$110K	Buy	+10,283	New	+$108K	0.01%	668
2024 Q4	–	Sell	-11,588	Closed	-$95.6K	–	687
2024 Q3	$95.6K	Buy	+11,588	New	+$90.6K	0.01%	377
2022 Q4	–	Sell	-16,588	Closed	-$190K	–	542
2022 Q3	$190K	Buy	16,588 +1,272	+8%	+$17.3K	0.02%	497
2022 Q2	$204K	Buy	+15,316	New	+$284K	0.02%	439
2019 Q3	–	Sell	-22,237	Closed	-$652K	–	453
2019 Q2	$652K	Buy	22,237 +1,084	+5%	+$31.5K	0.12%	178
2019 Q1	$551K	Sell	21,153 -1,057	-5%	-$29.4K	0.11%	188
2018 Q4	$528K	Sell	22,210 -106	-0.5%	-$3.23K	0.12%	170
2018 Q3	$683K	Hold	22,316	–	–	0.13%	156
2018 Q2	$588K	Hold	22,316	–	–	0.12%	159
2018 Q1	$453K	Buy	+22,316	New	+$531K	0.1%	197

Other funds holding WBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return