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Loring Wolcott & Coolidge Fiduciary Advisors’s Warner Music WMG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,900
Closed -$738K – 587
2026
Q1 		$738K Hold
25,900
– – 0.01% 196
2025
Q4 		$784K Hold
25,900
– – 0.01% 193
2025
Q3 		$864K Buy
+25,900
New +$826K 0.01% 187

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WMG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Warner Music (WMG) in Q2 2026, closing a stake of 25,900 shares — an estimated $738K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMG in Q3 2025 and held it in 3 quarters. The position peaked at $864K in Q3 2025. 232 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Warner Music position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 25,900 Warner Music shares in Q2 2026, an estimated $738K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Warner Music in Q3 2025 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Warner Music position peaked at $864K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.