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Jackson Grant Investment Advisers’s Warner Bros WBD Stock Holding History

Jackson Grant Investment Advisers’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 		$133 Buy
+5
New +$135 ﹤0.01% 415
2024
Q3 		– Sell
-2,907
Closed -$21.6K – 408
2024
Q2 		$21.6K Hold
2,907
– – 0.01% 226
2024
Q1 		$25.4K Hold
2,907
– – 0.01% 211
2023
Q4 		$33.1K Sell
2,907
-650
-18% -$7.02K 0.01% 196
2023
Q3 		$38.6K Buy
3,557
+650
+22% +$8.11K 0.02% 183
2023
Q2 		$36.5K Hold
2,907
– – 0.02% 187
2023
Q1 		$43.9K Hold
2,907
– – 0.02% 196
2022
Q4 		$27.6K Sell
2,907
-548
-16% -$6.19K 0.01% 233
2022
Q3 		$40K Sell
3,455
-22
-0.6% -$299 0.02% 199
2022
Q2 		$47K Buy
+3,477
New +$64.5K 0.02% 188
2019
Q1 		– Sell
-130
Closed -$3K – 257
2018
Q4 		$3K Buy
+130
New +$3.96K ﹤0.01% 227

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jackson Grant Investment Advisers's WBD Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in Warner Bros (WBD) in Q2 2026: 5 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: Jackson Grant Investment Advisers previously reported a position in WBD as recently as Q2 2024.

Jackson Grant Investment Advisers first reported a position in WBD in Q4 2018 and has held it in 11 quarters since. The position peaked at $47K in Q2 2022. 1,314 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Jackson Grant Investment Advisers held 5 shares of Warner Bros worth $133 as of Q2 2026.
  • Warner Bros was a new Jackson Grant Investment Advisers position in Q2 2026.
  • Warner Bros made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #415 holding.
  • Jackson Grant Investment Advisers first reported a position in Warner Bros in Q4 2018 and has held it in 11 quarters since.
  • Jackson Grant Investment Advisers's Warner Bros position peaked at $47K in Q2 2022.
  • 1,314 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.