JSW
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Journey Strategic Wealth’s Warner Bros WBD Stock Holding History

Journey Strategic Wealth’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 		$284K Buy
10,325
+1,302
+14% +$36.5K 0.01% 573
2025
Q4 		$260K Buy
+9,023
New +$211K 0.01% 574

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Journey Strategic Wealth's WBD Position: Q1 2026 in Review

Journey Strategic Wealth increased its Warner Bros (WBD) stake by 14% in Q1 2026, buying an estimated $36.5K and bringing the position to 10,325 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #573.

Journey Strategic Wealth first reported a position in WBD in Q4 2025 and has held it in 2 quarters since. 1,315 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Journey Strategic Wealth held 10,325 shares of Warner Bros worth $284K as of Q1 2026.
  • Journey Strategic Wealth bought 1,302 Warner Bros shares in Q1 2026, an estimated $36.5K.
  • Warner Bros made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #573 holding.
  • Journey Strategic Wealth first reported a position in Warner Bros in Q4 2025 and has held it in 2 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.