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Legacy Wealth Management (Mississippi)’s Warner Bros WBD Stock Holding History

Legacy Wealth Management (Mississippi)’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
-7,155
Closed -$206K – 114
2025
Q4 		$206K Buy
+7,155
New +$167K 0.06% 99

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Legacy Wealth Management (Mississippi)'s WBD Position: Q1 2026 in Review

Legacy Wealth Management (Mississippi) sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 7,155 shares — an estimated $206K sold.

Legacy Wealth Management (Mississippi) first reported a position in WBD in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Legacy Wealth Management (Mississippi) reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 7,155 Warner Bros shares in Q1 2026, an estimated $206K.
  • Legacy Wealth Management (Mississippi) first reported a position in Warner Bros in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Warner Bros position peaked at $206K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2026, filed 10 Apr 2026.