Key Financial Inc’s Warner Music WMG Stock Holding History

Key Financial Inc’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	–	Sell	-10	Closed	-$307	–	1474
2025 Q4	$307	Hold	10	–	–	﹤0.01%	1354
2025 Q3	$342	Buy	+10	New	+$319	﹤0.01%	1366

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Key Financial Inc's WMG Position: Q1 2026 in Review

Key Financial Inc sold out of Warner Music (WMG) in Q1 2026, closing a stake of 10 shares — an estimated $307 sold.

Key Financial Inc first reported a position in WMG in Q3 2025 and held it in 2 quarters. The position peaked at $342 in Q3 2025. 318 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

Key Financial Inc reported no remaining Warner Music position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 10 Warner Music shares in Q1 2026, an estimated $307.
Key Financial Inc first reported a position in Warner Music in Q3 2025 and held it in 2 quarters.
Key Financial Inc's Warner Music position peaked at $342 in Q3 2025.
318 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.