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 Q2	$302K	Buy	11,310 +11,238	+15,608%	+$304K	0.01%	747
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IFG Advisory's WBD Position: Q2 2026 in Review

IFG Advisory increased its Warner Bros (WBD) stake by 15,608% in Q2 2026, buying an estimated $304K and bringing the position to 11,310 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #747.

IFG Advisory first reported a position in WBD in Q1 2018 and has held it in 14 quarters since. The position peaked at $683K in Q3 2018. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

IFG Advisory held 11,310 shares of Warner Bros worth $302K as of Q2 2026.
IFG Advisory bought 11,238 Warner Bros shares in Q2 2026, an estimated $304K.
Warner Bros made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #747 holding.
IFG Advisory first reported a position in Warner Bros in Q1 2018 and has held it in 14 quarters since.
IFG Advisory's Warner Bros position peaked at $683K in Q3 2018.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.