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Shulman DeMeo Asset Management’s Warner Bros WBD Stock Holding History

Shulman DeMeo Asset 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
Q2 		$238K Hold
8,930
– – 0.04% 124
2026
Q1 		$245K Hold
8,930
– – 0.05% 118
2025
Q4 		$257K Buy
+8,930
New +$209K 0.06% 99
2022
Q4 		– Sell
-10,232
Closed -$118K – 138
2022
Q3 		$118K Sell
10,232
-2,765
-21% -$37.6K 0.04% 125
2022
Q2 		$174K Buy
+12,997
New +$241K 0.06% 128

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

Shulman DeMeo Asset Management's WBD Position: Q2 2026 in Review

Shulman DeMeo Asset Management held its Warner Bros (WBD) position steady in Q2 2026 at 8,930 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #124.

Shulman DeMeo Asset Management first reported a position in WBD in Q2 2022 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Shulman DeMeo Asset Management held 8,930 shares of Warner Bros worth $238K as of Q2 2026.
  • Shulman DeMeo Asset Management left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #124 holding.
  • Shulman DeMeo Asset Management first reported a position in Warner Bros in Q2 2022 and has held it in 5 quarters since.
  • Shulman DeMeo Asset Management's Warner Bros position peaked at $257K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.