SFS
WBD icon

Sowell Financial Services’s Warner Bros WBD Stock Holding History

Sowell Financial Services’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 		$210K Buy
7,866
+546
+7% +$14.8K 0.01% 1059
2026
Q1 		$201K Sell
7,320
-4,115
-36% -$115K 0.01% 1049
2025
Q4 		$330K Sell
11,435
-57
-0.5% -$1.33K 0.01% 798
2025
Q3 		$224K Sell
11,492
-42
-0.4% -$572 0.01% 946
2025
Q2 		$132K Sell
11,534
-887
-7% -$8.27K 0.01% 999
2025
Q1 		$133K Buy
+12,421
New +$130K 0.01% 963
2024
Q3 		– Sell
-59,428
Closed -$442K – 586
2024
Q2 		$442K Sell
59,428
-776
-1% -$6.22K 0.02% 450
2024
Q1 		$526K Buy
60,204
+26,265
+77% +$253K 0.02% 443
2023
Q4 		$386K Sell
33,939
-2,713
-7% -$29.3K 0.02% 465
2023
Q3 		$398K Sell
36,652
-2,449
-6% -$30.6K 0.03% 431
2023
Q2 		$490K Buy
39,101
+12,588
+47% +$163K 0.03% 456
2023
Q1 		$400K Sell
26,513
-87,798
-77% -$1.25M 0.03% 494
2022
Q4 		$1.08M Buy
114,311
+35,229
+45% +$398K 0.07% 304
2022
Q3 		$909K Buy
79,082
+30,644
+63% +$416K 0.09% 249
2022
Q2 		$650K Buy
48,438
+36,656
+311% +$680K 0.06% 196
2022
Q1 		$294K Sell
11,782
-23,122
-66% -$634K 0.05% 158
2021
Q4 		$822K Sell
34,904
-819
-2% -$20.4K 0.05% 365
2021
Q3 		$907K Buy
35,723
+1,945
+6% +$54.7K 0.06% 311
2021
Q2 		$1.04M Buy
33,778
+3,682
+12% +$128K 0.07% 298
2021
Q1 		$1.09M Sell
30,096
-676
-2% -$33.8K 0.04% 390
2020
Q4 		$926K Buy
30,772
+1,650
+6% +$40.5K 0.04% 345
2020
Q3 		$634K Buy
29,122
+2,673
+10% +$58.4K 0.03% 408
2020
Q2 		$558K Buy
26,449
+14,320
+118% +$309K 0.03% 423
2020
Q1 		$236K Sell
12,129
-5,411
-31% -$149K 0.02% 607
2019
Q4 		$574K Sell
17,540
-539
-3% -$16.2K 0.04% 412
2019
Q3 		$481K Buy
+18,079
New +$525K 0.04% 424
2019
Q1 		$361K Buy
13,364
+1,223
+10% +$34K 0.04% 414
2018
Q4 		$300K Buy
+12,141
New +$370K 0.04% 388

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Sowell Financial Services's WBD Position: Q2 2026 in Review

Sowell Financial Services increased its Warner Bros (WBD) stake by 7.5% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,866 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1059.

Sowell Financial Services first reported a position in WBD in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.09M in Q1 2021. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sowell Financial Services held 7,866 shares of Warner Bros worth $210K as of Q2 2026.
  • Sowell Financial Services bought 546 Warner Bros shares in Q2 2026, an estimated $14.8K.
  • Warner Bros made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1059 holding.
  • Sowell Financial Services first reported a position in Warner Bros in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's Warner Bros position peaked at $1.09M in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.