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Mount Yale Investment Advisors’s Warner Bros WBD Stock Holding History

Mount Yale Investment 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 		$322K Buy
+11,729
New +$328K 0.01% 867
2025
Q3 		– Sell
-3,830
Closed -$43.9K – 1596
2025
Q2 		$43.9K Buy
+3,830
New +$35.7K ﹤0.01% 853
2024
Q1 		– Sell
-16,503
Closed -$188K – 566
2023
Q4 		$188K Sell
16,503
-7,213
-30% -$77.9K 0.02% 477
2023
Q3 		$258K Buy
23,716
+5,370
+29% +$67K 0.03% 419
2023
Q2 		$230K Buy
+18,346
New +$238K 0.02% 442

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's WBD Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Warner Bros (WBD) in Q1 2026: 11,729 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WBD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WBD in Q2 2023 and has held it in 5 quarters since. 1,309 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Mount Yale Investment Advisors held 11,729 shares of Warner Bros worth $322K as of Q1 2026.
  • Warner Bros was a new Mount Yale Investment Advisors position in Q1 2026.
  • Warner Bros made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #867 holding.
  • Mount Yale Investment Advisors first reported a position in Warner Bros in Q2 2023 and has held it in 5 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.