IFP Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $711K | Sell |
26,685
-2,926
| -10% | -$79.2K | 0.01% | 892 |
|
|
2026
Q1 | $813K | Sell |
29,611
-8,863
| -23% | -$248K | 0.02% | 765 |
|
|
2025
Q4 | $1.11M | Sell |
38,474
-695
| -2% | -$16.2K | 0.02% | 612 |
|
|
2025
Q3 | $765K | Sell |
39,169
-19,237
| -33% | -$262K | 0.02% | 708 |
|
|
2025
Q2 | $674K | Buy |
58,406
+13,418
| +30% | +$125K | 0.02% | 723 |
|
|
2025
Q1 | $483K | Sell |
44,988
-13,726
| -23% | -$144K | 0.01% | 788 |
|
|
2024
Q4 | $624K | Buy |
58,714
+32,592
| +125% | +$303K | 0.02% | 659 |
|
|
2024
Q3 | $216K | Sell |
26,122
-3,756
| -13% | -$29.4K | 0.01% | 1052 |
|
|
2024
Q2 | $222K | Sell |
29,878
-1,795
| -6% | -$14.4K | 0.01% | 995 |
|
|
2024
Q1 | $277K | Sell |
31,673
-181
| -0.6% | -$1.74K | 0.01% | 842 |
|
|
2023
Q4 | $362K | Sell |
31,854
-743
| -2% | -$8.02K | 0.02% | 696 |
|
|
2023
Q3 | $354K | Buy |
32,597
+2,651
| +9% | +$33.1K | 0.02% | 717 |
|
|
2023
Q2 | $376K | Sell |
29,946
-2,069
| -6% | -$26.9K | 0.02% | 759 |
|
|
2023
Q1 | $816K | Sell |
32,015
-39,638
| -55% | -$564K | 0.04% | 449 |
|
|
2022
Q4 | $1.91M | Sell |
71,653
-56,032
| -44% | -$633K | 0.05% | 383 |
|
|
2022
Q3 | $3.33M | Buy |
127,685
+8,443
| +7% | +$115K | 0.09% | 251 |
|
|
2022
Q2 | $3.1M | Hold |
119,242
| – | – | 0.1% | 246 |
|
|
2022
Q1 | $3.1M | Buy |
119,242
+104,839
| +728% | +$2.88M | 0.1% | 246 |
|
|
2021
Q4 | $341K | Sell |
14,403
-477
| -3% | -$11.9K | 0.01% | 732 |
|
|
2021
Q3 | $379K | Buy |
14,880
+11,502
| +340% | +$323K | 0.01% | 693 |
|
|
2021
Q2 | $105K | Sell |
3,378
-65,143
| -95% | -$2.26M | ﹤0.01% | 1219 |
|
|
2021
Q1 | $2.98M | Buy |
68,521
+65,450
| +2,131% | +$3.27M | 0.06% | 162 |
|
|
2020
Q4 | $91K | Buy |
3,071
+1,474
| +92% | +$36.1K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $35K | Buy |
1,597
+175
| +12% | +$3.82K | ﹤0.01% | 1416 |
|
|
2020
Q2 | $30K | Buy |
1,422
+126
| +10% | +$2.72K | ﹤0.01% | 1432 |
|
|
2020
Q1 | $27K | Sell |
1,296
-12,683
| -91% | -$348K | ﹤0.01% | 1377 |
|
|
2019
Q4 | $463K | Sell |
13,979
-54
| -0.4% | -$1.63K | 0.03% | 440 |
|
|
2019
Q3 | $378K | Buy |
+14,033
| New | +$408K | 0.03% | 564 |
|
|
2019
Q1 | – | Sell |
-13,612
| Closed | -$335K | – | 3455 |
|
|
2018
Q4 | $335K | Buy |
13,612
+1,210
| +10% | +$36.8K | 0.02% | 673 |
|
|
2018
Q3 | $397K | Buy |
12,402
+4,719
| +61% | +$133K | 0.02% | 776 |
|
|
2018
Q2 | $211K | Buy |
7,683
+3,869
| +101% | +$92.2K | 0.01% | 1036 |
|
|
2018
Q1 | $85K | Hold |
3,814
| – | – | ﹤0.01% | 1484 |
|
|
2017
Q4 | $85K | Buy |
3,814
+740
| +24% | +$14.5K | ﹤0.01% | 1496 |
|
|
2017
Q3 | $65K | Sell |
3,074
-29,241
| -90% | -$689K | ﹤0.01% | 1831 |
|
|
2017
Q2 | $835K | Sell |
32,315
-536
| -2% | -$14.5K | 0.04% | 483 |
|
|
2017
Q1 | $956K | Buy |
32,851
+24,427
| +290% | +$685K | 0.04% | 437 |
|
|
2016
Q4 | $231K | Buy |
8,424
+6,322
| +301% | +$172K | 0.01% | 983 |
|
|
2016
Q3 | $57K | Buy |
2,102
+161
| +8% | +$4.13K | ﹤0.01% | 1733 |
|
|
2016
Q2 | $49K | Buy |
+1,941
| New | +$53K | ﹤0.01% | 1780 |
|
|
2016
Q1 | – | Sell |
-2,190
| Closed | -$58K | – | 3452 |
|
|
2015
Q4 | $58K | Buy |
+2,190
| New | +$63.2K | ﹤0.01% | 1519 |
|
Other funds holding WBD
PCM
IFP Advisors's WBD Position: Q2 2026 in Review
IFP Advisors reduced its Warner Bros (WBD) stake by 9.9% in Q2 2026, selling an estimated $79.2K and leaving 26,685 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #892.
IFP Advisors first reported a position in WBD in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.33M in Q3 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.
- IFP Advisors held 26,685 shares of Warner Bros worth $711K as of Q2 2026.
- IFP Advisors sold 2,926 Warner Bros shares in Q2 2026, an estimated $79.2K.
- Warner Bros made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #892 holding.
- IFP Advisors first reported a position in Warner Bros in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Warner Bros position peaked at $3.33M in Q3 2022.
- 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.