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Joseph Group Capital Management’s Warner Bros WBD Stock Holding History

Joseph Group Capital 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
Q2 		$18.8K Sell
707
-64
-8% -$1.73K ﹤0.01% 250
2026
Q1 		$21.2K Buy
771
+425
+123% +$11.9K 0.01% 185
2025
Q4 		$9.97K Buy
+346
New +$8.09K ﹤0.01% 184

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

Joseph Group Capital Management's WBD Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Warner Bros (WBD) stake by 8.3% in Q2 2026, selling an estimated $1.73K and leaving 707 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Joseph Group Capital Management first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.2K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Joseph Group Capital Management held 707 shares of Warner Bros worth $18.8K as of Q2 2026.
  • Joseph Group Capital Management sold 64 Warner Bros shares in Q2 2026, an estimated $1.73K.
  • Warner Bros made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #250 holding.
  • Joseph Group Capital Management first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Joseph Group Capital Management's Warner Bros position peaked at $21.2K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.