PWPS
WBD icon

Pinnacle Wealth Planning Services’s Warner Bros WBD Stock Holding History

Pinnacle Wealth Planning Services’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 		$83.4K Buy
3,127
+125
+4% +$3.38K 0.01% 968
2026
Q1 		$82.4K Buy
3,002
+285
+10% +$7.98K 0.01% 902
2025
Q4 		$78.3K Buy
+2,717
New +$63.5K 0.01% 923
2023
Q4 		– Sell
-12,312
Closed -$134K – 519
2023
Q3 		$134K Buy
+12,312
New +$154K 0.02% 395
2021
Q1 		– Sell
-144
Closed -$4K – 1926
2020
Q4 		$4K Buy
+144
New +$3.53K ﹤0.01% 1762

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's WBD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Warner Bros (WBD) stake by 4.2% in Q2 2026, buying an estimated $3.38K and bringing the position to 3,127 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #968.

Pinnacle Wealth Planning Services first reported a position in WBD in Q4 2020 and has held it in 5 quarters since. The position peaked at $134K in Q3 2023. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,127 shares of Warner Bros worth $83.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 125 Warner Bros shares in Q2 2026, an estimated $3.38K.
  • Warner Bros made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #968 holding.
  • Pinnacle Wealth Planning Services first reported a position in Warner Bros in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Warner Bros position peaked at $134K in Q3 2023.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.