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Peak Financial Advisors’s Warner Music WMG Stock Holding History

Peak Financial 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
2026
Q2 		– Sell
-74,793
Closed -$1.91M – 89
2026
Q1 		$1.91M Sell
74,793
-712
-0.9% -$20.2K 0.85% 35
2025
Q4 		$2.32M Buy
75,505
+50,967
+208% +$1.56M 1.04% 29
2025
Q3 		$836K Buy
+24,538
New +$782K 0.4% 44

Other funds holding WMG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Peak Financial Advisors's WMG Position: Q2 2026 in Review

Peak Financial Advisors sold out of Warner Music (WMG) in Q2 2026, closing a stake of 74,793 shares — an estimated $1.91M sold.

Peak Financial Advisors first reported a position in WMG in Q3 2025 and held it in 3 quarters. The position peaked at $2.32M in Q4 2025. 45 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Peak Financial Advisors reported no remaining Warner Music position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 74,793 Warner Music shares in Q2 2026, an estimated $1.91M.
  • Peak Financial Advisors first reported a position in Warner Music in Q3 2025 and held it in 3 quarters.
  • Peak Financial Advisors's Warner Music position peaked at $2.32M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.