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IHT Wealth Management’s Warner Bros WBD Stock Holding History

IHT Wealth Management’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 		$292K Sell
10,970
-4,806
-30% -$130K 0.01% 1024
2026
Q1 		$433K Sell
15,776
-2,721
-15% -$76.2K 0.01% 875
2025
Q4 		$533K Buy
18,497
+2,678
+17% +$62.6K 0.01% 740
2025
Q3 		$309K Sell
15,819
-7,503
-32% -$102K 0.01% 918
2025
Q2 		$267K Sell
23,322
-1,013
-4% -$9.45K 0.01% 943
2025
Q1 		$261K Sell
24,335
-798
-3% -$8.35K 0.01% 918
2024
Q4 		$266K Sell
25,133
-7,198
-22% -$66.9K 0.01% 897
2024
Q3 		$266K Buy
32,331
+4,226
+15% +$33K 0.01% 956
2024
Q2 		$209K Buy
28,105
+1,289
+5% +$10.3K 0.01% 945
2024
Q1 		$234K Buy
26,816
+1,232
+5% +$11.9K 0.01% 892
2023
Q4 		$291K Sell
25,584
-4,300
-14% -$46.4K 0.01% 772
2023
Q3 		$325K Buy
29,884
+4,669
+19% +$58.3K 0.02% 699
2023
Q2 		$316K Sell
25,215
-3,817
-13% -$49.5K 0.02% 699
2023
Q1 		$438K Sell
29,032
-3,877
-12% -$55.2K 0.03% 550
2022
Q4 		$312K Sell
32,909
-182
-0.5% -$2.06K 0.02% 648
2022
Q3 		$381K Buy
33,091
+9,348
+39% +$127K 0.03% 536
2022
Q2 		$319K Buy
+23,743
New +$440K 0.03% 511
2021
Q2 		– Sell
-15,495
Closed -$673K – 986
2021
Q1 		$673K Buy
+15,495
New +$774K 0.05% 371
2017
Q4 		– Sell
-71
Closed -$1K – 1776
2017
Q3 		$1K Sell
71
-29
-29% -$683 ﹤0.01% 1371
2017
Q2 		$1K Buy
100
+20
+25% +$541 ﹤0.01% 1378
2017
Q1 		$2K Hold
80
– – ﹤0.01% 1106
2016
Q4 		$2K Buy
+80
New +$2.17K ﹤0.01% 1059

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IHT Wealth Management's WBD Position: Q2 2026 in Review

IHT Wealth Management reduced its Warner Bros (WBD) stake by 30% in Q2 2026, selling an estimated $130K and leaving 10,970 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1024.

IHT Wealth Management first reported a position in WBD in Q4 2016 and has held it in 22 quarters since. The position peaked at $673K in Q1 2021. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • IHT Wealth Management held 10,970 shares of Warner Bros worth $292K as of Q2 2026.
  • IHT Wealth Management sold 4,806 Warner Bros shares in Q2 2026, an estimated $130K.
  • Warner Bros made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • IHT Wealth Management first reported a position in Warner Bros in Q4 2016 and has held it in 22 quarters since.
  • IHT Wealth Management's Warner Bros position peaked at $673K in Q1 2021.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.