Iron Horse Wealth Management’s Warner Bros WBD Stock Holding History

Iron Horse 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
2025 Q2	$9.82K	Buy	857 +600	+233%	+$5.6K	﹤0.01%	286
2025 Q1	$2.76K	Buy	257 +163	+173%	+$1.71K	﹤0.01%	430
2024 Q4	$994	Hold	94	–	–	﹤0.01%	431
2024 Q3	$776	Buy	94 +22	+31%	+$172	﹤0.01%	452
2024 Q2	$536	Hold	72	–	–	﹤0.01%	439
2024 Q1	$629	Sell	72 -1	-1%	-$10	﹤0.01%	424
2023 Q4	$831	Hold	73	–	–	﹤0.01%	440
2023 Q3	$793	Sell	73 -23	-24%	-$287	﹤0.01%	446
2023 Q2	$1.2K	Sell	96 -48	-33%	-$623	﹤0.01%	262
2023 Q1	$2.17K	Sell	144 -46	-24%	-$655	﹤0.01%	243
2022 Q4	$2K	Buy	190 +94	+98%	+$1.06K	﹤0.01%	206
2022 Q3	$1K	Sell	96 -110	-53%	-$1.5K	﹤0.01%	128
2022 Q2	$3K	Buy	+206	New	+$3.82K	﹤0.01%	183

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's WBD Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Warner Bros (WBD) stake by 233% in Q2 2025, buying an estimated $5.6K and bringing the position to 857 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Iron Horse Wealth Management first reported a position in WBD in Q2 2022 and has held it in 13 quarters since. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Iron Horse Wealth Management held 857 shares of Warner Bros worth $9.82K as of Q2 2025.
Iron Horse Wealth Management bought 600 Warner Bros shares in Q2 2025, an estimated $5.6K.
Warner Bros made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #286 holding.
Iron Horse Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 13 quarters since.
1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.