MWA
WBD icon

Medallion Wealth Advisors’s Warner Bros WBD Stock Holding History

Medallion Wealth Advisors’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
Q1 		$29.1K Sell
1,060
-108
-9% -$3.02K 0.01% 583
2025
Q4 		$33.7K Buy
1,168
+120
+11% +$2.81K 0.01% 541
2025
Q3 		$20.5K Sell
1,048
-109
-9% -$1.49K 0.01% 631
2025
Q2 		$12.9K Buy
1,157
+223
+24% +$2.08K 0.01% 700
2025
Q1 		$9.76K Sell
934
-359
-28% -$3.75K ﹤0.01% 686
2024
Q4 		$13.7K Buy
+1,293
New +$12K 0.01% 616

Other funds holding WBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Medallion Wealth Advisors's WBD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Warner Bros (WBD) stake by 9.2% in Q1 2026, selling an estimated $3.02K and leaving 1,060 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #583.

Medallion Wealth Advisors first reported a position in WBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.7K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Medallion Wealth Advisors held 1,060 shares of Warner Bros worth $29.1K as of Q1 2026.
  • Medallion Wealth Advisors sold 108 Warner Bros shares in Q1 2026, an estimated $3.02K.
  • Warner Bros made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #583 holding.
  • Medallion Wealth Advisors first reported a position in Warner Bros in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Warner Bros position peaked at $33.7K in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.