MFF
WBD

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
Q2 		$871K Buy
32,671
+455
+1% +$12.3K 0.56% 53
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 $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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Michels Family Financial's WBD Position: Q2 2026 in Review

Michels Family Financial increased its Warner Bros (WBD) stake by 1.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 32,671 shares worth $871K. The position accounts for 0.56% of the portfolio, ranked #53.

Michels Family Financial first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Michels Family Financial held 32,671 shares of Warner Bros worth $871K as of Q2 2026.
  • Michels Family Financial bought 455 Warner Bros shares in Q2 2026, an estimated $12.3K.
  • Warner Bros made up 0.56% of Michels Family Financial's portfolio in Q2 2026, its #53 holding.
  • Michels Family Financial first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Michels Family Financial's Warner Bros position peaked at $948K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.