JGC
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J. Goldman & Co’s Warner Music WMG Stock Holding History

J. Goldman & Co’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-182,644
Closed -$4.98M – 709
2025
Q2 		$4.98M Buy
+182,644
New +$5.1M 0.16% 198
2024
Q2 		– Sell
-371,450
Closed -$12.3M – 673
2024
Q1 		$12.3M Buy
371,450
+133,409
+56% +$4.67M 0.55% 81
2023
Q4 		$8.52M Buy
238,041
+65,287
+38% +$2.16M 0.48% 90
2023
Q3 		$5.42M Sell
172,754
-313,784
-64% -$9.83M 0.27% 129
2023
Q2 		$12.7M Buy
+486,538
New +$13.5M 0.72% 69

Other funds holding WMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return