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Pension & Wealth Management Advisors’s Warner Bros WBD Stock Holding History

Pension & Wealth Management 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
Q2 		$5.73K Hold
215
– – ﹤0.01% 463
2026
Q1 		$5.9K Sell
215
-279
-56% -$7.81K ﹤0.01% 422
2025
Q4 		$14.2K Buy
494
+241
+95% +$5.63K ﹤0.01% 389
2025
Q3 		$4.94K Buy
253
+118
+87% +$1.61K ﹤0.01% 437
2025
Q2 		$1.55K Buy
135
+4
+3% +$37 ﹤0.01% 442
2025
Q1 		$1.41K Hold
131
– – ﹤0.01% 429
2024
Q4 		$1.39K Buy
+131
New +$1.22K ﹤0.01% 432

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 $3.37T AUM 44.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's WBD Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 215 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Pension & Wealth Management Advisors first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Pension & Wealth Management Advisors held 215 shares of Warner Bros worth $5.73K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #463 holding.
  • Pension & Wealth Management Advisors first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's Warner Bros position peaked at $14.2K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.