Lord & Richards Wealth Management’s Warner Bros WBD Stock Holding History

Lord & Richards 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
2025 Q2	–	Sell	-272	Closed	-$2.92K	–	168
2025 Q1	$2.92K	Buy	+272	New	+$2.85K	﹤0.01%	137

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lord & Richards Wealth Management's WBD Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 272 shares — an estimated $2.92K sold.

Lord & Richards Wealth Management first reported a position in WBD in Q1 2025 and held it in 1 quarter. The position peaked at $2.92K in Q1 2025. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Lord & Richards Wealth Management reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 272 Warner Bros shares in Q2 2025, an estimated $2.92K.
Lord & Richards Wealth Management first reported a position in Warner Bros in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's Warner Bros position peaked at $2.92K in Q1 2025.
1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.