KWM
WBD icon

Kingsview Wealth Management’s Warner Bros WBD Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-3,500
Closed -$94K – 1025
2021
Q1 		$94K Buy
+3,500
New +$175K 0.01% 793

Other funds holding WBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's WBD Position: Q1 2026 in Review

Kingsview Wealth Management increased its Warner Bros (WBD) stake by 0.17% in Q1 2026, buying an estimated $868 and bringing the position to 18,004 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #903.

Kingsview Wealth Management first reported a position in WBD in Q1 2021 and has held it in 17 quarters since. The position peaked at $568K in Q2 2022. 1,306 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Kingsview Wealth Management held 18,004 shares of Warner Bros worth $494K as of Q1 2026.
  • Kingsview Wealth Management bought 31 Warner Bros shares in Q1 2026, an estimated $868.
  • Warner Bros made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #903 holding.
  • Kingsview Wealth Management first reported a position in Warner Bros in Q1 2021 and has held it in 17 quarters since.
  • Kingsview Wealth Management's Warner Bros position peaked at $568K in Q2 2022.
  • 1,306 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.