IMA Advisory Services’s Warner Bros WBD Stock Holding History

IMA Advisory Services’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	$10.1K	Buy	377 +283	+301%	+$7.66K	﹤0.01%	742
2026 Q1	$2.58K	Sell	94 -12	-11%	-$336	﹤0.01%	584
2025 Q4	$3.05K	Buy	+106	New	+$2.48K	﹤0.01%	557
2025 Q3	–	Sell	-99,298	Closed	-$1.14M	–	575
2025 Q2	$1.14M	Buy	99,298 +4,497	+5%	+$41.9K	0.12%	115
2025 Q1	$1.02M	Sell	94,801 -9,451	-9%	-$98.9K	0.12%	109
2024 Q4	$1.1M	Sell	104,252 -1,631	-2%	-$15.2K	0.13%	116
2024 Q3	$874K	Buy	+105,883	New	+$827K	0.19%	105
2023 Q4	–	Sell	-86,266	Closed	-$937K	–	265
2023 Q3	$937K	Buy	86,266 +86,170	+89,760%	+$1.08M	0.24%	92
2023 Q2	$1.2K	Hold	96	–	–	﹤0.01%	281
2023 Q1	$1.45K	Sell	96 -2,393	-96%	-$34.1K	﹤0.01%	285
2022 Q4	$23.6K	Hold	2,489	–	–	0.01%	214
2022 Q3	$29K	Hold	2,489	–	–	0.01%	204
2022 Q2	$33K	Buy	+2,489	New	+$46.2K	0.01%	209

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

IMA Advisory Services's WBD Position: Q2 2026 in Review

IMA Advisory Services increased its Warner Bros (WBD) stake by 301% in Q2 2026, buying an estimated $7.66K and bringing the position to 377 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

IMA Advisory Services first reported a position in WBD in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

IMA Advisory Services held 377 shares of Warner Bros worth $10.1K as of Q2 2026.
IMA Advisory Services bought 283 Warner Bros shares in Q2 2026, an estimated $7.66K.
Warner Bros made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #742 holding.
IMA Advisory Services first reported a position in Warner Bros in Q2 2022 and has held it in 13 quarters since.
IMA Advisory Services's Warner Bros position peaked at $1.14M in Q2 2025.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.