Powell Investment Advisors’s Warner Music WMG Stock Holding History

Powell Investment 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	$215K	Buy	8,424 +57	+0.7%	+$1.62K	0.07%	126
2025 Q4	$257K	Buy	8,367 +57	+0.7%	+$1.74K	0.09%	121
2025 Q3	$283K	Buy	8,310 +47	+0.6%	+$1.5K	0.1%	115
2025 Q2	$225K	Buy	8,263 +58	+0.7%	+$1.62K	0.08%	122
2025 Q1	$257K	Buy	8,205 +45	+0.6%	+$1.46K	0.13%	97
2024 Q4	$253K	Buy	8,160 +45	+0.6%	+$1.44K	0.12%	110
2024 Q3	$254K	Buy	8,115 +51	+0.6%	+$1.51K	0.12%	102
2024 Q2	$247K	Buy	8,064 +44	+0.5%	+$1.41K	0.13%	96
2024 Q1	$265K	Buy	8,020 +38	+0.5%	+$1.33K	0.14%	88
2023 Q4	$286K	Buy	7,982 +39	+0.5%	+$1.29K	0.16%	81
2023 Q3	$249K	Buy	+7,943	New	+$249K	0.15%	89

Other funds holding WMG

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Powell Investment Advisors's WMG Position: Q1 2026 in Review

Powell Investment Advisors increased its Warner Music (WMG) stake by 0.68% in Q1 2026, buying an estimated $1.62K and bringing the position to 8,424 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #126.

Powell Investment Advisors first reported a position in WMG in Q3 2023 and has held it in 11 quarters since. The position peaked at $286K in Q4 2023. 318 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

Powell Investment Advisors held 8,424 shares of Warner Music worth $215K as of Q1 2026.
Powell Investment Advisors bought 57 Warner Music shares in Q1 2026, an estimated $1.62K.
Warner Music made up 0.07% of Powell Investment Advisors's portfolio in Q1 2026, its #126 holding.
Powell Investment Advisors first reported a position in Warner Music in Q3 2023 and has held it in 11 quarters since.
Powell Investment Advisors's Warner Music position peaked at $286K in Q4 2023.
318 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.