Pinnacle Associates’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.6M Sell
734,554
-29,565
-4% -$800K 0.21% 112
2026
Q1
$21M Sell
764,119
-46,527
-6% -$1.3M 0.27% 91
2025
Q4
$23.4M Sell
810,646
-137,740
-15% -$3.22M 0.3% 75
2025
Q3
$18.5M Buy
948,386
+138,018
+17% +$1.88M 0.25% 98
2025
Q2
$9.29M Sell
810,368
-195,815
-19% -$1.83M 0.13% 170
2025
Q1
$10.8M Sell
1,006,183
-34,547
-3% -$361K 0.16% 145
2024
Q4
$11M Sell
1,040,730
-119,826
-10% -$1.11M 0.15% 145
2024
Q3
$13.2M Sell
1,160,556
-36,394
-3% -$284K 0.22% 123
2024
Q2
$8.91M Buy
1,196,950
+27,494
+2% +$220K 0.14% 163
2024
Q1
$10.2M Buy
1,169,456
+8,900
+0.8% +$85.8K 0.16% 162
2023
Q4
$13.2M Sell
1,160,556
-5,447
-0.5% -$58.8K 0.22% 124
2023
Q3
$12.7M Sell
1,166,003
-45,757
-4% -$571K 0.24% 115
2023
Q2
$15.2M Sell
1,211,760
-26,838
-2% -$348K 0.26% 107
2023
Q1
$18.7M Buy
1,238,598
+325,652
+36% +$4.63M 0.38% 74
2022
Q4
$8.65M Buy
912,946
+257,874
+39% +$2.91M 0.19% 142
2022
Q3
$7.53M Sell
655,072
-18,520
-3% -$252K 0.17% 153
2022
Q2
$9.04M Buy
673,592
+624,347
+1,268% +$11.6M 0.2% 139
2022
Q1
$1.23M Sell
49,245
-3,250
-6% -$89.2K 0.02% 417
2021
Q4
$1.24M Sell
52,495
-25,333
-33% -$631K 0.02% 412
2021
Q3
$1.98M Buy
77,828
+2,045
+3% +$57.5K 0.04% 342
2021
Q2
$2.33M Sell
75,783
-5,151
-6% -$179K 0.04% 314
2021
Q1
$3.52M Sell
80,934
-66,629
-45% -$3.33M 0.07% 249
2020
Q4
$4.44M Sell
147,563
-5,122
-3% -$126K 0.09% 210
2020
Q3
$3.32M Sell
152,685
-2,125
-1% -$46.4K 0.08% 222
2020
Q2
$3.27M Sell
154,810
-10,162
-6% -$219K 0.08% 223
2020
Q1
$3.21M Sell
164,972
-20,315
-11% -$558K 0.1% 209
2019
Q4
$6.07M Sell
185,287
-1,750
-0.9% -$52.7K 0.13% 180
2019
Q3
$4.98M Sell
187,037
-1,923
-1% -$55.9K 0.12% 201
2019
Q2
$5.8M Sell
188,960
-15,616
-8% -$454K 0.14% 184
2019
Q1
$5.53M Sell
204,576
-13,450
-6% -$374K 0.12% 189
2018
Q4
$5.39M Sell
218,026
-8,984
-4% -$274K 0.14% 175
2018
Q3
$7.26M Buy
227,010
+142,039
+167% +$4M 0.15% 168
2018
Q2
$2.34M Buy
84,971
+2,850
+3% +$67.9K 0.05% 289
2018
Q1
$1.76M Sell
82,121
-225
-0.3% -$5.35K 0.03% 324
2017
Q4
$1.84M Buy
82,346
+7,493
+10% +$146K 0.04% 316
2017
Q3
$1.59M Buy
74,853
+8
+0% +$188 0.03% 339
2017
Q2
$1.93M Buy
74,845
+21
+0% +$569 0.04% 310
2017
Q1
$2.18M Buy
74,824
+40
+0.1% +$1.12K 0.04% 306
2016
Q4
$2.05M Sell
74,784
-227
-0.3% -$6.16K 0.04% 302
2016
Q3
$2.02M Buy
75,011
+3,210
+4% +$82.3K 0.04% 304
2016
Q2
$1.81M Sell
71,801
-9,238
-11% -$252K 0.04% 305
2016
Q1
$2.32M Sell
81,039
-75
-0.1% -$2.01K 0.05% 272
2015
Q4
$2.16M Sell
81,114
-1,484
-2% -$42.9K 0.05% 271
2015
Q3
$2.15M Sell
82,598
-2,203
-3% -$65.2K 0.05% 275
2015
Q2
$2.82M Sell
84,801
-3,480
-4% -$115K 0.05% 262
2015
Q1
$2.72M Buy
88,281
+3,843
+5% +$121K 0.05% 260
2014
Q4
$2.91M Sell
84,438
-1,485
-2% -$51.5K 0.06% 251
2014
Q3
$3.25M Sell
85,923
-88,849
-51% -$3.7M 0.07% 227
2014
Q2
$6.63M Sell
174,772
-7,460
-4% -$294K 0.13% 157
2014
Q1
$7.7M Sell
182,232
-33,639
-16% -$1.42M 0.15% 141
2013
Q4
$9.97M Sell
215,871
-1,023
-0.5% -$44.3K 0.19% 117
2013
Q3
$9.36M Sell
216,894
-49,403
-19% -$2.05M 0.19% 120
2013
Q2
$10.5M Buy
+266,297
New +$10.6M 0.24% 104

Other funds holding WBD

Pinnacle Associates's WBD Position: Q2 2026 in Review

Pinnacle Associates reduced its Warner Bros (WBD) stake by 3.9% in Q2 2026, selling an estimated $800K and leaving 734,554 shares worth $19.6M. The position accounts for 0.21% of the portfolio, ranked #112.

Pinnacle Associates first reported a position in WBD in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.4M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Pinnacle Associates held 734,554 shares of Warner Bros worth $19.6M as of Q2 2026.
  • Pinnacle Associates sold 29,565 Warner Bros shares in Q2 2026, an estimated $800K.
  • Warner Bros made up 0.21% of Pinnacle Associates's portfolio in Q2 2026, its #112 holding.
  • Pinnacle Associates first reported a position in Warner Bros in Q2 2013 and has held it in 53 quarters since.
  • Pinnacle Associates's Warner Bros position peaked at $23.4M in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.