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Sound Income Strategies’s Warner Bros WBD Stock Holding History

Sound Income Strategies’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 		$215K Sell
8,051
-685
-8% -$18.5K 0.01% 456
2026
Q1 		$240K Buy
8,736
+684
+8% +$19.1K 0.01% 370
2025
Q4 		$230K Buy
8,052
+1,462
+22% +$34.2K 0.01% 383
2025
Q3 		$116K Sell
6,590
-1,255
-16% -$17.1K 0.01% 385
2025
Q2 		$89.9K Buy
7,845
+340
+5% +$3.17K 0.01% 399
2025
Q1 		$80.5K Sell
7,505
-213
-3% -$2.23K ﹤0.01% 423
2024
Q4 		$81.6K Sell
7,718
-422
-5% -$3.92K 0.01% 381
2024
Q3 		$67.2K Sell
8,140
-1,273
-14% -$9.95K ﹤0.01% 402
2024
Q2 		$70K Sell
9,413
-139,990
-94% -$1.12M ﹤0.01% 386
2024
Q1 		$1.3M Buy
149,403
+13,553
+10% +$131K 0.1% 119
2023
Q4 		$1.55M Buy
135,850
+11,775
+9% +$127K 0.13% 100
2023
Q3 		$1.35M Buy
124,075
+6,168
+5% +$77K 0.11% 91
2023
Q2 		$1.48M Buy
117,907
+8,962
+8% +$116K 0.15% 88
2023
Q1 		$1.65M Buy
+108,945
New +$1.55M 0.18% 82
2022
Q2 		– Sell
-50
Closed -$1K – 960
2022
Q1 		$1K Hold
50
– – ﹤0.01% 852
2021
Q4 		$1K Hold
50
– – ﹤0.01% 816
2021
Q3 		$1K Hold
50
– – ﹤0.01% 797
2021
Q2 		$2K Sell
50
-4
-7% -$139 ﹤0.01% 752
2021
Q1 		$2.35K Buy
54
+4
+8% +$200 ﹤0.01% 744
2020
Q4 		$2K Hold
50
– – ﹤0.01% 738
2020
Q3 		$1K Hold
50
– – ﹤0.01% 798
2020
Q2 		$1K Hold
50
– – ﹤0.01% 748
2020
Q1 		$1K Buy
+50
New +$1.37K ﹤0.01% 721
2019
Q1 		– Sell
-4
Closed – – 805
2018
Q4 		$0 Hold
4
– – ﹤0.01% 813
2018
Q3 		$0 Buy
+4
New +$113 ﹤0.01% 869

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sound Income Strategies's WBD Position: Q2 2026 in Review

Sound Income Strategies reduced its Warner Bros (WBD) stake by 7.8% in Q2 2026, selling an estimated $18.5K and leaving 8,051 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #456.

Sound Income Strategies first reported a position in WBD in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2023. 577 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sound Income Strategies held 8,051 shares of Warner Bros worth $215K as of Q2 2026.
  • Sound Income Strategies sold 685 Warner Bros shares in Q2 2026, an estimated $18.5K.
  • Warner Bros made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #456 holding.
  • Sound Income Strategies first reported a position in Warner Bros in Q3 2018 and has held it in 25 quarters since.
  • Sound Income Strategies's Warner Bros position peaked at $1.65M in Q1 2023.
  • 577 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.