Investment Research & Advisory Group’s Warner Bros WBD Stock Holding History

Investment Research & Advisory Group’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	$16.4K	Sell	466 -145	-24%	-$3.92K	0.01%	209
2026 Q1	$21.7K	Hold	611	–	–	0.01%	171
2025 Q4	$19.1K	Hold	611	–	–	0.01%	170
2025 Q3	$12.9K	Buy	611 +39	+7%	+$531	﹤0.01%	167
2025 Q2	$6.55K	Buy	572 +427	+294%	+$3.98K	﹤0.01%	188
2025 Q1	$1.56K	Buy	+145	New	+$1.52K	﹤0.01%	222
2024 Q4	–	Sell	-154	Closed	-$1.27K	–	218
2024 Q3	$1.27K	Hold	154	–	–	﹤0.01%	185
2024 Q2	$1.15K	Hold	154	–	–	﹤0.01%	187
2024 Q1	$1.34K	Hold	154	–	–	﹤0.01%	185
2023 Q4	$1.75K	Hold	154	–	–	﹤0.01%	187
2023 Q3	$1.67K	Hold	154	–	–	﹤0.01%	188
2023 Q2	$1.93K	Buy	+154	New	+$2K	﹤0.01%	195

Other funds holding WBD

FOFI

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

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Research & Advisory Group's WBD Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Warner Bros (WBD) stake by 24% in Q2 2026, selling an estimated $3.92K and leaving 466 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #209.

Investment Research & Advisory Group first reported a position in WBD in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.7K in Q1 2026. 454 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Investment Research & Advisory Group held 466 shares of Warner Bros worth $16.4K as of Q2 2026.
Investment Research & Advisory Group sold 145 Warner Bros shares in Q2 2026, an estimated $3.92K.
Warner Bros made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #209 holding.
Investment Research & Advisory Group first reported a position in Warner Bros in Q2 2023 and has held it in 12 quarters since.
Investment Research & Advisory Group's Warner Bros position peaked at $21.7K in Q1 2026.
454 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.