Institute for Wealth Management’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
Q1 | $307K | Sell |
11,164
-335
| -3% | -$9.38K | 0.03% | 419 |
|
|
2025
Q4 | $331K | Sell |
11,499
-2,315
| -17% | -$54.1K | 0.04% | 411 |
|
|
2025
Q3 | $270K | Sell |
13,814
-399
| -3% | -$5.44K | 0.03% | 481 |
|
|
2025
Q2 | $163K | Sell |
14,213
-310
| -2% | -$2.89K | 0.02% | 549 |
|
|
2025
Q1 | $156K | Sell |
14,523
-1,170
| -7% | -$12.2K | 0.02% | 517 |
|
|
2024
Q4 | $166K | Sell |
15,693
-4,103
| -21% | -$38.1K | 0.02% | 493 |
|
|
2024
Q3 | $163K | Sell |
19,796
-1,944
| -9% | -$15.2K | 0.02% | 529 |
|
|
2024
Q2 | $162K | Sell |
21,740
-4,512
| -17% | -$36.1K | 0.02% | 492 |
|
|
2024
Q1 | $229K | Sell |
26,252
-3,190
| -11% | -$30.7K | 0.03% | 450 |
|
|
2023
Q4 | $335K | Buy |
29,442
+8,258
| +39% | +$89.1K | 0.05% | 349 |
|
|
2023
Q3 | $230K | Sell |
21,184
-166
| -0.8% | -$2.07K | 0.04% | 406 |
|
|
2023
Q2 | $268K | Sell |
21,350
-2,123
| -9% | -$27.6K | 0.05% | 383 |
|
|
2023
Q1 | $354K | Sell |
23,473
-1,256
| -5% | -$17.9K | 0.07% | 316 |
|
|
2022
Q4 | $234K | Sell |
24,729
-21,987
| -47% | -$248K | 0.05% | 398 |
|
|
2022
Q3 | $537K | Sell |
46,716
-59,078
| -56% | -$803K | 0.12% | 224 |
|
|
2022
Q2 | $1.42M | Buy |
+105,794
| New | +$1.96M | 0.28% | 92 |
|
|
2021
Q4 | – | Sell |
-23,330
| Closed | -$592K | – | 511 |
|
|
2021
Q3 | $592K | Buy |
23,330
+7,348
| +46% | +$207K | 0.1% | 237 |
|
|
2021
Q2 | $490K | Buy |
15,982
+5,596
| +54% | +$194K | 0.09% | 276 |
|
|
2021
Q1 | $451K | Buy |
10,386
+774
| +8% | +$38.6K | 0.09% | 284 |
|
|
2020
Q4 | $289K | Sell |
9,612
-133
| -1% | -$3.26K | 0.06% | 355 |
|
|
2020
Q3 | $212K | Sell |
9,745
-775
| -7% | -$16.9K | 0.05% | 387 |
|
|
2020
Q2 | $222K | Sell |
10,520
-1,140
| -10% | -$24.6K | 0.05% | 380 |
|
|
2020
Q1 | $227K | Buy |
11,660
+1,160
| +11% | +$31.8K | 0.07% | 343 |
|
|
2019
Q4 | $344K | Buy |
10,500
+335
| +3% | +$10.1K | 0.08% | 316 |
|
|
2019
Q3 | $271K | Hold |
10,165
| – | – | 0.07% | 345 |
|
|
2019
Q2 | $312K | Sell |
10,165
-1,729
| -15% | -$50.2K | 0.07% | 345 |
|
|
2019
Q1 | $319K | Buy |
11,894
+454
| +4% | +$12.6K | 0.07% | 321 |
|
|
2018
Q4 | $283K | Buy |
11,440
+740
| +7% | +$22.5K | 0.12% | 203 |
|
|
2018
Q3 | $337K | Buy |
10,700
+200
| +2% | +$5.63K | 0.11% | 185 |
|
|
2018
Q2 | $293K | Buy |
10,500
+238
| +2% | +$5.67K | 0.09% | 195 |
|
|
2018
Q1 | $241K | Buy |
+10,262
| New | +$244K | 0.07% | 246 |
|
|
2017
Q4 | – | Sell |
-15,017
| Closed | -$315K | – | 423 |
|
|
2017
Q3 | $315K | Buy |
+15,017
| New | +$354K | 0.1% | 224 |
|
Other funds holding WBD
VCM
VPM
PCM
Institute for Wealth Management's WBD Position: Q1 2026 in Review
Institute for Wealth Management reduced its Warner Bros (WBD) stake by 2.9% in Q1 2026, selling an estimated $9.38K and leaving 11,164 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #419.
Institute for Wealth Management first reported a position in WBD in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.42M in Q2 2022. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.
- Institute for Wealth Management held 11,164 shares of Warner Bros worth $307K as of Q1 2026.
- Institute for Wealth Management sold 335 Warner Bros shares in Q1 2026, an estimated $9.38K.
- Warner Bros made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #419 holding.
- Institute for Wealth Management first reported a position in Warner Bros in Q3 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Warner Bros position peaked at $1.42M in Q2 2022.
- 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.