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Physician Wealth Advisors’s Warner Music WMG Stock Holding History

Physician Wealth 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
Q1 		– Sell
-71
Closed -$2.18K – 2250
2025
Q4 		$2.18K Sell
71
-38
-35% -$1.16K ﹤0.01% 1251
2025
Q3 		$3.71K Buy
+109
New +$3.48K ﹤0.01% 1008

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Physician Wealth Advisors's WMG Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Warner Music (WMG) in Q1 2026, closing a stake of 71 shares — an estimated $2.18K sold.

Physician Wealth Advisors first reported a position in WMG in Q3 2025 and held it in 2 quarters. The position peaked at $3.71K in Q3 2025. 317 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Warner Music position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 71 Warner Music shares in Q1 2026, an estimated $2.18K.
  • Physician Wealth Advisors first reported a position in Warner Music in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Warner Music position peaked at $3.71K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.