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JPL Wealth Management’s Warner Bros WBD Stock Holding History

JPL 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
Q2 		$54.1K Buy
2,030
+135
+7% +$3.65K 0.01% 250
2026
Q1 		$52K Buy
+1,895
New +$53.1K 0.01% 233
2025
Q4 		– Sell
-1,690
Closed -$33K – 1117
2025
Q3 		$33K Buy
+1,690
New +$23K 0.01% 304

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 40.91% 1-Year Est. Return

JPL Wealth Management's WBD Position: Q2 2026 in Review

JPL Wealth Management increased its Warner Bros (WBD) stake by 7.1% in Q2 2026, buying an estimated $3.65K and bringing the position to 2,030 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #250.

JPL Wealth Management first reported a position in WBD in Q3 2025 and has held it in 3 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • JPL Wealth Management held 2,030 shares of Warner Bros worth $54.1K as of Q2 2026.
  • JPL Wealth Management bought 135 Warner Bros shares in Q2 2026, an estimated $3.65K.
  • Warner Bros made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #250 holding.
  • JPL Wealth Management first reported a position in Warner Bros in Q3 2025 and has held it in 3 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.