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MBM Wealth Consultants’s Warner Bros WBD Stock Holding History

MBM Wealth Consultants’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 		– Sell
-34
Closed -$934 – 372
2026
Q1 		$934 Buy
+34
New +$952 ﹤0.01% 337
2023
Q2 		– Sell
-434
Closed -$4K – 267
2023
Q1 		$4K Hold
434
– – ﹤0.01% 238
2022
Q4 		$4K Buy
+434
New +$4.9K ﹤0.01% 280

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

MBM Wealth Consultants's WBD Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 34 shares — an estimated $934 sold.

MBM Wealth Consultants first reported a position in WBD in Q4 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 34 Warner Bros shares in Q2 2026, an estimated $934.
  • MBM Wealth Consultants first reported a position in Warner Bros in Q4 2022 and held it in 3 quarters.
  • MBM Wealth Consultants's Warner Bros position peaked at $4K in Q1 2023.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

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