JWM
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Jeppson Wealth Management’s Warner Bros WBD Stock Holding History

Jeppson 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
2026
Q1 		$220K Hold
7,996
– – 0.07% 214
2025
Q4 		$230K Buy
+7,996
New +$187K 0.07% 198
2022
Q3 		– Sell
-11,367
Closed -$153K – 209
2022
Q2 		$153K Buy
11,367
+2,375
+26% +$44.1K 0.07% 186
2022
Q1 		$224K Buy
8,992
+331
+4% +$9.08K 0.1% 157
2021
Q4 		$204K Buy
+8,661
New +$216K 0.1% 151
2020
Q4 		– Sell
-1,032
Closed -$22K – 457
2020
Q3 		$22K Buy
+1,032
New +$22.5K 0.02% 327

Other funds holding WBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return