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Private Wealth Management Group’s Warner Bros WBD Stock Holding History

Private Wealth Management 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 		$223K Buy
8,350
+6,236
+295% +$169K 0.05% 102
2026
Q1 		$58.1K Sell
2,114
-1
-0% -$28 0.02% 175
2025
Q4 		$61K Hold
2,115
– – 0.02% 172
2025
Q3 		$41.3K Hold
2,115
– – 0.01% 211
2025
Q2 		$24.2K Buy
2,115
+131
+7% +$1.22K 0.01% 263
2025
Q1 		$21.3K Sell
1,984
-87
-4% -$910 0.01% 283
2024
Q4 		$21.9K Buy
2,071
+136
+7% +$1.26K 0.01% 282
2024
Q3 		$16K Buy
1,935
+181
+10% +$1.41K 0.01% 339
2024
Q2 		$13.1K Buy
1,754
+771
+78% +$6.18K 0.01% 377
2024
Q1 		$8.58K Sell
983
-443
-31% -$4.27K ﹤0.01% 455
2023
Q4 		$16.2K Buy
+1,426
New +$15.4K 0.01% 298

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 40.91% 1-Year Est. Return

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

Private Wealth Management Group increased its Warner Bros (WBD) stake by 295% in Q2 2026, buying an estimated $169K and bringing the position to 8,350 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #102.

Private Wealth Management Group first reported a position in WBD in Q4 2023 and has held it in 11 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Private Wealth Management Group held 8,350 shares of Warner Bros worth $223K as of Q2 2026.
  • Private Wealth Management Group bought 6,236 Warner Bros shares in Q2 2026, an estimated $169K.
  • Warner Bros made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #102 holding.
  • Private Wealth Management Group first reported a position in Warner Bros in Q4 2023 and has held it in 11 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.