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LGT Financial Advisors’s Warner Bros WBD Stock Holding History

LGT Financial Advisors’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 		$27 Hold
1
– – ﹤0.01% 221
2026
Q1 		$27 Sell
1
-27
-96% -$756 ﹤0.01% 250
2025
Q4 		$807 Hold
28
– – ﹤0.01% 243
2025
Q3 		$547 Sell
28
-19
-40% -$259 ﹤0.01% 362
2025
Q2 		$539 Buy
47
+19
+68% +$177 ﹤0.01% 425
2025
Q1 		$300 Sell
28
-239
-90% -$2.5K ﹤0.01% 280
2024
Q4 		$2.82K Hold
267
– – 0.01% 655
2024
Q3 		$2.2K Sell
267
-759
-74% -$5.93K 0.01% 654
2024
Q2 		$7.63K Sell
1,026
-1,932
-65% -$15.5K 0.02% 522
2024
Q1 		$25.8K Hold
2,958
– – 0.03% 319
2023
Q4 		$33.7K Sell
2,958
-187
-6% -$2.02K 0.04% 256
2023
Q3 		$34.2K Buy
+3,145
New +$39.3K 0.04% 259

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 40.89% 1-Year Est. Return

LGT Financial Advisors's WBD Position: Q2 2026 in Review

LGT Financial Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #221.

LGT Financial Advisors first reported a position in WBD in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.2K in Q3 2023. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • LGT Financial Advisors held 1 share of Warner Bros worth $27 as of Q2 2026.
  • LGT Financial Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of LGT Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • LGT Financial Advisors first reported a position in Warner Bros in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's Warner Bros position peaked at $34.2K in Q3 2023.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.