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Phillips Wealth Planners’s Warner Music WMG Stock Holding History

Phillips Wealth Planners’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 		$273K Sell
9,604
-31
-0.3% -$922 0.2% 166
2026
Q1 		$317K Buy
+9,635
New +$273K 0.24% 145

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phillips Wealth Planners's WMG Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Warner Music (WMG) stake by 0.32% in Q2 2026, selling an estimated $922 and leaving 9,604 shares worth $273K. The position accounts for 0.2% of the portfolio, ranked #166.

Phillips Wealth Planners first reported a position in WMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $317K in Q1 2026. 337 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Phillips Wealth Planners held 9,604 shares of Warner Music worth $273K as of Q2 2026.
  • Phillips Wealth Planners sold 31 Warner Music shares in Q2 2026, an estimated $922.
  • Warner Music made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #166 holding.
  • Phillips Wealth Planners first reported a position in Warner Music in Q1 2026 and has held it in 2 quarters since.
  • Phillips Wealth Planners's Warner Music position peaked at $317K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.