Investment House LLC’s Warner Bros WBD Stock Holding History

Investment House LLC’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	–	Sell	-225,221	Closed	-$6.18M	–	237
2026 Q1	$6.18M	Buy	+225,221	New	+$6.31M	0.32%	76
2025 Q4	–	Sell	-299,656	Closed	-$5.85M	–	233
2025 Q3	$5.85M	Buy	299,656 +81,168	+37%	+$1.11M	0.28%	73
2025 Q2	$2.5M	Buy	+218,488	New	+$2.04M	0.13%	113
2024 Q3	–	Sell	-174,324	Closed	-$1.3M	–	219
2024 Q2	$1.3M	Sell	174,324 -38,987	-18%	-$312K	0.07%	120
2024 Q1	$1.86M	Buy	+213,311	New	+$2.06M	0.11%	103
2023 Q3	–	Sell	-116,197	Closed	-$1.46M	–	197
2023 Q2	$1.46M	Buy	+116,197	New	+$1.51M	0.11%	100

Other funds holding WBD

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Investment House LLC's WBD Position: Q2 2026 in Review

Investment House LLC sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 225,221 shares — an estimated $6.18M sold.

Investment House LLC first reported a position in WBD in Q2 2023 and held it in 6 quarters. The position peaked at $6.18M in Q1 2026. 497 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Investment House LLC reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
Investment House LLC sold 225,221 Warner Bros shares in Q2 2026, an estimated $6.18M.
Investment House LLC first reported a position in Warner Bros in Q2 2023 and held it in 6 quarters.
Investment House LLC's Warner Bros position peaked at $6.18M in Q1 2026.
497 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.