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 Q2	$235K	Sell	8,833 -240	-3%	-$6.49K	0.01%	484
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's WBD Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Warner Bros (WBD) stake by 2.6% in Q2 2026, selling an estimated $6.49K and leaving 8,833 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #484.

Pinnacle Wealth Management Advisory Group first reported a position in WBD in Q1 2023 and has held it in 6 quarters since. The position peaked at $249K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 8,833 shares of Warner Bros worth $235K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 240 Warner Bros shares in Q2 2026, an estimated $6.49K.
Warner Bros made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #484 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Warner Bros in Q1 2023 and has held it in 6 quarters since.
Pinnacle Wealth Management Advisory Group's Warner Bros position peaked at $249K in Q1 2026.
1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.