Jim Simons
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Jim Simons’s Warner Music WMG Stock Holding History

Jim Simons’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
Q1 		$38.9M Buy
1,521,800
+713,578
+88% +$20.2M 0.06% 401
2025
Q4 		$24.8M Sell
808,222
-335,378
-29% -$10.2M 0.04% 512
2025
Q3 		$39M Buy
1,143,600
+576,800
+102% +$18.4M 0.05% 436
2025
Q2 		$15.4M Buy
566,800
+473,200
+506% +$13.2M 0.02% 831
2025
Q1 		$2.93M Buy
+93,600
New +$3.04M ﹤0.01% 1758
2024
Q4 		– Sell
-108,800
Closed -$3.41M – 3954
2024
Q3 		$3.41M Sell
108,800
-252,300
-70% -$7.47M 0.01% 1691
2024
Q2 		$11.1M Buy
361,100
+14,500
+4% +$465K 0.02% 868
2024
Q1 		$11.4M Buy
+346,600
New +$12.1M 0.02% 923
2023
Q4 		– Sell
-36,400
Closed -$1.14M – 4193
2023
Q3 		$1.14M Sell
36,400
-328,700
-90% -$10.3M ﹤0.01% 2212
2023
Q2 		$9.53M Sell
365,100
-99,200
-21% -$2.75M 0.01% 1053
2023
Q1 		$15.5M Sell
464,300
-67,400
-13% -$2.27M 0.02% 860
2022
Q4 		$18.6M Sell
531,700
-93,000
-15% -$2.71M 0.03% 741
2022
Q3 		$14.5M Sell
624,700
-77,000
-11% -$2.12M 0.02% 836
2022
Q2 		$17.1M Buy
701,700
+245,500
+54% +$7.33M 0.02% 817
2022
Q1 		$17.3M Sell
456,200
-145,900
-24% -$5.52M 0.02% 837
2021
Q4 		$26M Sell
602,100
-129,814
-18% -$5.84M 0.03% 584
2021
Q3 		$31.3M Buy
731,914
+546,114
+294% +$20.8M 0.04% 472
2021
Q2 		$6.7M Buy
+185,800
New +$6.66M 0.01% 1450

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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 $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Jim Simons's WMG Position: Q1 2026 in Review

Jim Simons increased its Warner Music (WMG) stake by 88% in Q1 2026, buying an estimated $20.2M and bringing the position to 1,521,800 shares worth $38.9M. The position accounts for 0.06% of the portfolio, ranked #401.

Jim Simons first reported a position in WMG in Q2 2021 and has held it in 18 quarters since. The position peaked at $39M in Q3 2025. 318 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

  • Jim Simons held 1,521,800 shares of Warner Music worth $38.9M as of Q1 2026.
  • Jim Simons bought 713,578 Warner Music shares in Q1 2026, an estimated $20.2M.
  • Warner Music made up 0.06% of Jim Simons's portfolio in Q1 2026, its #401 holding.
  • Jim Simons first reported a position in Warner Music in Q2 2021 and has held it in 18 quarters since.
  • Jim Simons's Warner Music position peaked at $39M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.