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Laurel Wealth Advisors (North Carolina)’s Warner Bros WBD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-323
Closed -$9.31K – 662
2025
Q4 		$9.31K Buy
+323
New +$7.55K ﹤0.01% 492
2025
Q2 		– Sell
-442
Closed -$4.74K – 672
2025
Q1 		$4.74K Hold
442
– – ﹤0.01% 540
2024
Q4 		$4.67K Sell
442
-88
-17% -$818 ﹤0.01% 562
2024
Q3 		$4.37K Buy
530
+23
+5% +$180 ﹤0.01% 531
2024
Q2 		$3.77K Buy
507
+21
+4% +$168 ﹤0.01% 511
2024
Q1 		$4.24K Sell
486
-65
-12% -$626 ﹤0.01% 501
2023
Q4 		$6.27K Sell
551
-1,407
-72% -$15.2K ﹤0.01% 433
2023
Q3 		$21.3K Hold
1,958
– – ﹤0.01% 357
2023
Q2 		$24.6K Sell
1,958
-351
-15% -$4.55K ﹤0.01% 348
2023
Q1 		$34.9K Sell
2,309
-64
-3% -$911 0.01% 318
2022
Q4 		$22.5K Sell
2,373
-33
-1% -$373 0.01% 323
2022
Q3 		$28K Sell
2,406
-833
-26% -$11.3K 0.01% 307
2022
Q2 		$43K Buy
3,239
+3,135
+3,014% +$58.2K 0.01% 273
2022
Q1 		$3K Hold
104
– – ﹤0.01% 563
2021
Q4 		$2K Hold
104
– – ﹤0.01% 605
2021
Q3 		$3K Hold
104
– – ﹤0.01% 567
2021
Q2 		$3K Hold
104
– – ﹤0.01% 639
2021
Q1 		$5K Sell
104
-21,896
-100% -$1.09M ﹤0.01% 514
2020
Q4 		$662K Hold
22,000
– – 0.17% 103
2020
Q3 		$479K Hold
22,000
– – 0.14% 104
2020
Q2 		$464K Hold
22,000
– – 0.15% 102
2020
Q1 		$428K Hold
22,000
– – 0.16% 98
2019
Q4 		$720K Buy
+22,000
New +$663K 0.23% 83

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

Laurel Wealth Advisors (North Carolina)'s WBD Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 323 shares — an estimated $9.31K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WBD in Q4 2019 and held it in 23 quarters. The position peaked at $720K in Q4 2019. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 323 Warner Bros shares in Q1 2026, an estimated $9.31K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Warner Bros in Q4 2019 and held it in 23 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Warner Bros position peaked at $720K in Q4 2019.
  • 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.