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IFP Advisors’s Warner Music WMG Stock Holding History

IFP Advisors’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 		$16K Sell
592
-683
-54% -$20.3K ﹤0.01% 3113
2026
Q1 		$32.6K Buy
1,275
+250
+24% +$7.09K ﹤0.01% 2499
2025
Q4 		$31.4K Sell
1,025
-2
-0.2% -$61 ﹤0.01% 2461
2025
Q3 		$35K Buy
1,027
+377
+58% +$12K ﹤0.01% 2264
2025
Q2 		$44.9K Buy
650
+154
+31% +$4.3K ﹤0.01% 2096
2025
Q1 		$16.1K Sell
496
-270
-35% -$8.77K ﹤0.01% 2382
2024
Q4 		$24.3K Sell
766
-34
-4% -$1.09K ﹤0.01% 2159
2024
Q3 		$25.1K Buy
800
+196
+32% +$5.81K ﹤0.01% 2058
2024
Q2 		$18.5K Sell
604
-7
-1% -$225 ﹤0.01% 2123
2024
Q1 		$20.2K Sell
611
-47
-7% -$1.64K ﹤0.01% 1965
2023
Q4 		$23.6K Buy
658
+71
+12% +$2.34K ﹤0.01% 1846
2023
Q3 		$18.5K Buy
587
+504
+607% +$15.8K ﹤0.01% 1982
2023
Q2 		$2.17K Sell
83
-9
-10% -$249 ﹤0.01% 2851
2023
Q1 		$2.78K Buy
92
+63
+217% +$2.12K ﹤0.01% 2791
2022
Q4 		$1K Sell
29
-42
-59% -$1.22K ﹤0.01% 4516
2022
Q3 		$4K Hold
71
– – ﹤0.01% 4164
2022
Q2 		$4K Hold
71
– – ﹤0.01% 3925
2022
Q1 		$4K Buy
71
+1
+1% +$38 ﹤0.01% 3924
2021
Q4 		$3K Buy
+70
New +$3.15K ﹤0.01% 2705

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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors's WMG Position: Q2 2026 in Review

IFP Advisors reduced its Warner Music (WMG) stake by 54% in Q2 2026, selling an estimated $20.3K and leaving 592 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

IFP Advisors first reported a position in WMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.9K in Q2 2025. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • IFP Advisors held 592 shares of Warner Music worth $16K as of Q2 2026.
  • IFP Advisors sold 683 Warner Music shares in Q2 2026, an estimated $20.3K.
  • Warner Music made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3113 holding.
  • IFP Advisors first reported a position in Warner Music in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's Warner Music position peaked at $44.9K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.