Lodestone Wealth Management’s Warner Bros WBD Stock Holding History

Lodestone 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
2026 Q2	$82.8K	Sell	3,104 -12	-0.4%	-$325	0.03%	253
2026 Q1	$85.6K	Hold	3,116	–	–	0.03%	239
2025 Q4	$89.8K	Buy	+3,116	New	+$72.8K	0.04%	227
2024 Q3	–	Sell	-25,481	Closed	-$190K	–	155
2024 Q2	$190K	Sell	25,481 -190	-0.7%	-$1.52K	0.1%	147
2024 Q1	$224K	Sell	25,671 -68,624	-73%	-$661K	0.12%	145
2023 Q4	$1.07M	Buy	94,295 +13,578	+17%	+$147K	0.62%	55
2023 Q3	$877K	Sell	80,717 -29,982	-27%	-$374K	0.61%	54
2023 Q2	$1.39M	Buy	110,699 +18,754	+20%	+$243K	0.95%	35
2023 Q1	$1.39M	Sell	91,945 -141	-0.2%	-$2.01K	1.07%	35
2022 Q4	$873K	Buy	+92,086	New	+$1.04M	0.7%	49

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Lodestone Wealth Management's WBD Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Warner Bros (WBD) stake by 0.39% in Q2 2026, selling an estimated $325 and leaving 3,104 shares worth $82.8K. The position accounts for 0.03% of the portfolio, ranked #253.

Lodestone Wealth Management first reported a position in WBD in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Lodestone Wealth Management held 3,104 shares of Warner Bros worth $82.8K as of Q2 2026.
Lodestone Wealth Management sold 12 Warner Bros shares in Q2 2026, an estimated $325.
Warner Bros made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #253 holding.
Lodestone Wealth Management first reported a position in Warner Bros in Q4 2022 and has held it in 10 quarters since.
Lodestone Wealth Management's Warner Bros position peaked at $1.39M in Q1 2023.
1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.