IFG Advisory’s Warner Music WMG Stock Holding History

IFG Advisory’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2K	Buy	+74	New	+$2.2K	﹤0.01%	2115
2025 Q4	–	Sell	-11,297	Closed	-$385K	–	807
2025 Q3	$385K	Buy	+11,297	New	+$360K	0.02%	564

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory's WMG Position: Q2 2026 in Review

IFG Advisory opened a new position in Warner Music (WMG) in Q2 2026: 74 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WMG as recently as Q3 2025.

IFG Advisory first reported a position in WMG in Q3 2025 and has held it in 2 quarters since. The position peaked at $385K in Q3 2025. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

IFG Advisory held 74 shares of Warner Music worth $2K as of Q2 2026.
Warner Music was a new IFG Advisory position in Q2 2026.
Warner Music made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2115 holding.
IFG Advisory first reported a position in Warner Music in Q3 2025 and has held it in 2 quarters since.
IFG Advisory's Warner Music position peaked at $385K in Q3 2025.
336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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