Principal Financial Group
WMG icon

Principal Financial Group’s Warner Music WMG Stock Holding History

Principal Financial Group’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 		$24.3M Buy
952,316
+642,590
+207% +$18.2M 0.01% 807
2025
Q4 		$9.5M Sell
309,726
-8,912
-3% -$272K ﹤0.01% 1341
2025
Q3 		$10.9M Sell
318,638
-6,050
-2% -$193K 0.01% 1244
2025
Q2 		$8.84M Sell
324,688
-1,761
-0.5% -$49.1K ﹤0.01% 1325
2025
Q1 		$10.2M Buy
326,449
+9,103
+3% +$296K 0.01% 1247
2024
Q4 		$9.84M Sell
317,346
-1,403
-0.4% -$44.9K 0.01% 1303
2024
Q3 		$9.98M Sell
318,749
-142,245
-31% -$4.21M 0.01% 1278
2024
Q2 		$14.1M Buy
+460,994
New +$14.8M 0.01% 1079
2023
Q4 		– Sell
-16,638
Closed -$522K – 2461
2023
Q3 		$522K Buy
16,638
+1,109
+7% +$34.7K ﹤0.01% 1938
2023
Q2 		$405K Hold
15,529
– – ﹤0.01% 1998
2023
Q1 		$518K Buy
15,529
+1,109
+8% +$37.3K ﹤0.01% 1959
2022
Q4 		$505K Buy
14,420
+911
+7% +$26.6K ﹤0.01% 1970
2022
Q3 		$314K Buy
13,509
+126
+0.9% +$3.47K ﹤0.01% 2069
2022
Q2 		$326K Sell
13,383
-32,052
-71% -$957K ﹤0.01% 2158
2022
Q1 		$1.72M Sell
45,435
-19,610
-30% -$743K ﹤0.01% 1888
2021
Q4 		$2.81M Buy
+65,045
New +$2.92M ﹤0.01% 1808

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return