Lloyd Advisory Services’s Warner Bros WBD Stock Holding History

Lloyd Advisory Services’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	$41.8K	Buy	1,567 +1,525	+3,631%	+$41.3K	0.02%	253
2026 Q1	$1.15K	Sell	42 -1,571	-97%	-$44K	﹤0.01%	731
2025 Q4	$46.5K	Buy	+1,613	New	+$37.7K	0.02%	244
2022 Q2	–	Sell	-72	Closed	-$2K	–	558
2022 Q1	$2K	Buy	72 +49	+213%	+$1.34K	﹤0.01%	548
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	410
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	380
2021 Q2	$1K	Buy	+23	New	+$798	﹤0.01%	391
2020 Q1	–	Sell	-38	Closed	-$1K	–	406
2019 Q4	$1K	Buy	+38	New	+$1.15K	﹤0.01%	354

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lloyd Advisory Services's WBD Position: Q2 2026 in Review

Lloyd Advisory Services increased its Warner Bros (WBD) stake by 3,631% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,567 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #253.

Lloyd Advisory Services first reported a position in WBD in Q4 2019 and has held it in 8 quarters since. The position peaked at $46.5K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Lloyd Advisory Services held 1,567 shares of Warner Bros worth $41.8K as of Q2 2026.
Lloyd Advisory Services bought 1,525 Warner Bros shares in Q2 2026, an estimated $41.3K.
Warner Bros made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #253 holding.
Lloyd Advisory Services first reported a position in Warner Bros in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's Warner Bros position peaked at $46.5K in Q4 2025.
1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.