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Michels Family Financial’s Warner Bros WBD Stock Holding History

Michels Family Financial’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 		$885K Sell
32,216
-667
-2% -$18.7K 0.64% 48
2025
Q4 		$948K Sell
32,883
-8,177
-20% -$191K 0.7% 42
2025
Q3 		$802K Sell
41,060
-3,783
-8% -$51.5K 0.62% 47
2025
Q2 		$514K Sell
44,843
-2,013
-4% -$18.8K 0.44% 81
2025
Q1 		$503K Sell
46,856
-123
-0.3% -$1.29K 0.45% 77
2024
Q4 		$497K Buy
+46,979
New +$437K 0.45% 77

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

Michels Family Financial's WBD Position: Q1 2026 in Review

Michels Family Financial reduced its Warner Bros (WBD) stake by 2% in Q1 2026, selling an estimated $18.7K and leaving 32,216 shares worth $885K. The position accounts for 0.64% of the portfolio, ranked #48.

Michels Family Financial first reported a position in WBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $948K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Michels Family Financial held 32,216 shares of Warner Bros worth $885K as of Q1 2026.
  • Michels Family Financial sold 667 Warner Bros shares in Q1 2026, an estimated $18.7K.
  • Warner Bros made up 0.64% of Michels Family Financial's portfolio in Q1 2026, its #48 holding.
  • Michels Family Financial first reported a position in Warner Bros in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Warner Bros position peaked at $948K in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.