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Mount Yale Investment Advisors’s Warner Music WMG Stock Holding History

Mount Yale Investment Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,223
Closed -$450K – 807
2025
Q3 		$450K Buy
+13,223
New +$422K 0.03% 439

Other funds holding WMG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mount Yale Investment Advisors's WMG Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Warner Music (WMG) in Q4 2025, closing a stake of 13,223 shares — an estimated $450K sold.

Mount Yale Investment Advisors first reported a position in WMG in Q3 2025 and held it in 1 quarter. The position peaked at $450K in Q3 2025. 302 funds tracked by Wall St. Rank hold WMG as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Warner Music position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13,223 Warner Music shares in Q4 2025, an estimated $450K.
  • Mount Yale Investment Advisors first reported a position in Warner Music in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Warner Music position peaked at $450K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Warner Music as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.