James T. Borello
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James T. Borello’s Warner Music WMG Stock Holding History

James T. Borello’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
2026
Q3 		$55 Sell
2
-7
-78% -$193 ﹤0.01% 1246
2026
Q2 		$244 Buy
+9
New +$268 ﹤0.01% 1110

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Cooke & Bieler
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Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello's WMG Position: Q3 2026 in Review

James T. Borello reduced its Warner Music (WMG) stake by 78% in Q3 2026, selling an estimated $193 and leaving 2 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

James T. Borello first reported a position in WMG in Q2 2026 and has held it in 2 quarters since. The position peaked at $244 in Q2 2026. 79 funds tracked by Wall St. Rank hold WMG as of Q3 2026.

  • James T. Borello held 2 shares of Warner Music worth $55 as of Q3 2026.
  • James T. Borello sold 7 Warner Music shares in Q3 2026, an estimated $193.
  • Warner Music made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1246 holding.
  • James T. Borello first reported a position in Warner Music in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello's Warner Music position peaked at $244 in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Warner Music as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.