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LRI Investments’s Warner Bros WBD Stock Holding History

LRI Investments’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 		$242K Buy
9,095
+5,585
+159% +$151K 0.02% 293
2026
Q1 		$96.4K Sell
3,510
-1,260
-26% -$35.3K 0.01% 412
2025
Q4 		$137K Sell
4,770
-3,945
-45% -$92.2K 0.01% 356
2025
Q3 		$170K Sell
8,715
-739
-8% -$10.1K 0.01% 318
2025
Q2 		$108K Buy
9,454
+4,076
+76% +$38K 0.01% 420
2025
Q1 		$57.7K Sell
5,378
-3,701
-41% -$38.7K 0.01% 517
2024
Q4 		$96K Buy
9,079
+3,619
+66% +$33.6K 0.01% 422
2024
Q3 		$53.8K Sell
5,460
-3,361
-38% -$26.3K 0.01% 501
2024
Q2 		$65.6K Buy
8,821
+4,311
+96% +$34.5K 0.01% 450
2024
Q1 		$39.4K Buy
+4,510
New +$43.5K 0.01% 292

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LRI Investments's WBD Position: Q2 2026 in Review

LRI Investments increased its Warner Bros (WBD) stake by 159% in Q2 2026, buying an estimated $151K and bringing the position to 9,095 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #293.

LRI Investments first reported a position in WBD in Q1 2024 and has held it in 10 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • LRI Investments held 9,095 shares of Warner Bros worth $242K as of Q2 2026.
  • LRI Investments bought 5,585 Warner Bros shares in Q2 2026, an estimated $151K.
  • Warner Bros made up 0.02% of LRI Investments's portfolio in Q2 2026, its #293 holding.
  • LRI Investments first reported a position in Warner Bros in Q1 2024 and has held it in 10 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.