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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
Q2 		$1.41K Sell
52
-53
-50% -$1.58K ﹤0.01% 1492
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 $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SHP Wealth Management's WMG Position: Q2 2026 in Review

SHP Wealth Management reduced its Warner Music (WMG) stake by 50% in Q2 2026, selling an estimated $1.58K and leaving 52 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

SHP Wealth Management first reported a position in WMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.68K in Q1 2026. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • SHP Wealth Management held 52 shares of Warner Music worth $1.41K as of Q2 2026.
  • SHP Wealth Management sold 53 Warner Music shares in Q2 2026, an estimated $1.58K.
  • Warner Music made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1492 holding.
  • SHP Wealth Management first reported a position in Warner Music in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Warner Music position peaked at $2.68K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.