Pinnacle Wealth Management Advisory Group’s Warner Bros WBD Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q1	$249K	Buy	+9,073	New	+$254K	0.02%	463
2024 Q2	–	Sell	-10,190	Closed	-$89K	–	367
2024 Q1	$89K	Buy	10,190 +174	+2%	+$1.68K	0.01%	339
2023 Q4	$114K	Buy	+10,016	New	+$108K	0.01%	322
2023 Q3	–	Sell	-10,792	Closed	-$135K	–	334
2023 Q2	$135K	Sell	10,792 -935	-8%	-$12.1K	0.02%	319
2023 Q1	$177K	Buy	+11,727	New	+$167K	0.02%	304

Other funds holding WBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's WBD Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Warner Bros (WBD) in Q1 2026: 9,073 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in WBD as recently as Q1 2024.

Pinnacle Wealth Management Advisory Group first reported a position in WBD in Q1 2023 and has held it in 5 quarters since. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 9,073 shares of Warner Bros worth $249K as of Q1 2026.
Warner Bros was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
Warner Bros made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #463 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Warner Bros in Q1 2023 and has held it in 5 quarters since.
1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.