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SHP Wealth Management’s Warner Bros WBD Stock Holding History

SHP Wealth Management’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 		$137K Buy
4,991
+164
+3% +$4.59K 0.01% 332
2025
Q4 		$139K Buy
+4,827
New +$113K 0.01% 305

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's WBD Position: Q1 2026 in Review

SHP Wealth Management increased its Warner Bros (WBD) stake by 3.4% in Q1 2026, buying an estimated $4.59K and bringing the position to 4,991 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #332.

SHP Wealth Management first reported a position in WBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $139K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • SHP Wealth Management held 4,991 shares of Warner Bros worth $137K as of Q1 2026.
  • SHP Wealth Management bought 164 Warner Bros shares in Q1 2026, an estimated $4.59K.
  • Warner Bros made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #332 holding.
  • SHP Wealth Management first reported a position in Warner Bros in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Warner Bros position peaked at $139K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.