SWM
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SHP Wealth Management’s Warner Music WMG Stock Holding History

SHP Wealth Management’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 		$2.68K Buy
105
+61
+139% +$1.73K ﹤0.01% 1216
2025
Q4 		$1.35K Buy
+44
New +$1.34K ﹤0.01% 1200

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 $1.56T 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 $6.73T AUM 46.02% 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 $8.65B AUM 9.66% 1-Year Est. Return

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

SHP Wealth Management increased its Warner Music (WMG) stake by 139% in Q1 2026, buying an estimated $1.73K and bringing the position to 105 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

SHP Wealth Management first reported a position in WMG in Q4 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

  • SHP Wealth Management held 105 shares of Warner Music worth $2.68K as of Q1 2026.
  • SHP Wealth Management bought 61 Warner Music shares in Q1 2026, an estimated $1.73K.
  • Warner Music made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1216 holding.
  • SHP Wealth Management first reported a position in Warner Music in Q4 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

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