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JFS Wealth Advisors’s Warner Music WMG Stock Holding History

JFS Wealth Advisors’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
Q2 		$2.11K Buy
78
+16
+26% +$476 ﹤0.01% 1596
2026
Q1 		$1.58K Sell
62
-3
-5% -$85 ﹤0.01% 1575
2025
Q4 		$1.99K Buy
65
+29
+81% +$886 ﹤0.01% 1546
2025
Q3 		$1.23K Hold
36
– – ﹤0.01% 1574
2025
Q2 		$981 Sell
36
-33
-48% -$921 ﹤0.01% 1574
2025
Q1 		$2.16K Buy
69
+11
+19% +$357 ﹤0.01% 1442
2024
Q4 		$1.8K Buy
58
+23
+66% +$736 ﹤0.01% 1517
2024
Q3 		$1.1K Sell
35
-6
-15% -$178 ﹤0.01% 1675
2024
Q2 		$1.26K Buy
41
+12
+41% +$385 ﹤0.01% 1609
2024
Q1 		$958 Hold
29
– – ﹤0.01% 1671
2023
Q4 		$1.04K Buy
29
+8
+38% +$264 ﹤0.01% 1654
2023
Q3 		$660 Hold
21
– – ﹤0.01% 1690
2023
Q2 		$548 Buy
21
+1
+5% +$28 ﹤0.01% 1743
2023
Q1 		$668 Hold
20
– – ﹤0.01% 1674
2022
Q4 		$700 Buy
20
+3
+18% +$87 ﹤0.01% 1678
2022
Q3 		$0 Buy
17
+10
+143% +$275 ﹤0.01% 1947
2022
Q2 		$0 Sell
7
-2
-22% -$60 ﹤0.01% 1953
2022
Q1 		$0 Buy
9
+7
+350% +$265 ﹤0.01% 1987
2021
Q4 		$0 Buy
+2
New +$90 ﹤0.01% 1901

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's WMG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Warner Music (WMG) stake by 26% in Q2 2026, buying an estimated $476 and bringing the position to 78 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

JFS Wealth Advisors first reported a position in WMG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16K in Q1 2025. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • JFS Wealth Advisors held 78 shares of Warner Music worth $2.11K as of Q2 2026.
  • JFS Wealth Advisors bought 16 Warner Music shares in Q2 2026, an estimated $476.
  • Warner Music made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1596 holding.
  • JFS Wealth Advisors first reported a position in Warner Music in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Warner Music position peaked at $2.16K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.