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Safe Harbor Fiduciary’s Warner Bros WBD Stock Holding History

Safe Harbor Fiduciary’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
Q1 		– Sell
-353
Closed -$10.2K – 204
2025
Q4 		$10.2K Buy
+353
New +$8.25K 0.01% 152
2025
Q2 		$4.34K Hold
379
– – ﹤0.01% 187
2025
Q1 		$4.07K Hold
379
– – ﹤0.01% 171
2024
Q4 		$4.01K Hold
379
– – ﹤0.01% 148
2024
Q3 		$3.13K Buy
+379
New +$2.96K ﹤0.01% 164

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Safe Harbor Fiduciary's WBD Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 353 shares — an estimated $10.2K sold.

Safe Harbor Fiduciary first reported a position in WBD in Q3 2024 and held it in 5 quarters. The position peaked at $10.2K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 353 Warner Bros shares in Q1 2026, an estimated $10.2K.
  • Safe Harbor Fiduciary first reported a position in Warner Bros in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Warner Bros position peaked at $10.2K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.