LPL Financial
WMG icon

LPL Financial’s Warner Music WMG Stock Holding History

LPL Financial’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
Q1 		$834K Buy
32,670
+5,801
+22% +$165K ﹤0.01% 4333
2025
Q4 		$824K Sell
26,869
-14,533
-35% -$444K ﹤0.01% 4261
2025
Q3 		$1.41M Buy
41,402
+21,758
+111% +$694K ﹤0.01% 3654
2025
Q2 		$535K Buy
19,644
+787
+4% +$22K ﹤0.01% 4326
2025
Q1 		$591K Buy
18,857
+715
+4% +$23.2K ﹤0.01% 4012
2024
Q4 		$562K Buy
18,142
+1,756
+11% +$56.2K ﹤0.01% 4002
2024
Q3 		$513K Buy
+16,386
New +$485K ﹤0.01% 3974
2024
Q2 		– Sell
-6,141
Closed -$203K – 5154
2024
Q1 		$203K Buy
6,141
+299
+5% +$10.5K ﹤0.01% 4505
2023
Q4 		$209K Buy
+5,842
New +$193K ﹤0.01% 4360
2023
Q2 		– Sell
-6,252
Closed -$209K – 4701
2023
Q1 		$209K Buy
6,252
+27
+0.4% +$909 ﹤0.01% 4013
2022
Q4 		$218K Buy
+6,225
New +$181K ﹤0.01% 3917

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return