Spire Wealth Management’s Warner Bros WBD Stock Holding History

Spire Wealth 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	$70.5K	Sell	2,644 -385	-13%	-$10.4K	﹤0.01%	1075
2026 Q1	$83.2K	Sell	3,029 -1,168	-28%	-$32.7K	﹤0.01%	1026
2025 Q4	$121K	Sell	4,197 -9,283	-69%	-$217K	﹤0.01%	934
2025 Q3	$263K	Sell	13,480 -7,892	-37%	-$108K	0.01%	710
2025 Q2	$245K	Sell	21,372 -70,771	-77%	-$660K	0.01%	709
2025 Q1	$989K	Buy	92,143 +65,320	+244%	+$683K	0.03%	403
2024 Q4	$284K	Buy	+26,823	New	+$249K	0.01%	723
2022 Q2	–	Sell	-1,922	Closed	-$48K	–	2846
2022 Q1	$48K	Sell	1,922 -14,025	-88%	-$385K	﹤0.01%	1465
2021 Q4	$375K	Buy	15,947 +3,852	+32%	+$95.9K	0.01%	812
2021 Q3	$307K	Sell	12,095 -450	-4%	-$12.7K	0.01%	747
2021 Q2	$385K	Buy	12,545 +1,083	+9%	+$37.6K	0.01%	698
2021 Q1	$558K	Buy	+11,462	New	+$572K	0.01%	631

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Spire Wealth Management's WBD Position: Q2 2026 in Review

Spire Wealth Management reduced its Warner Bros (WBD) stake by 13% in Q2 2026, selling an estimated $10.4K and leaving 2,644 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Spire Wealth Management first reported a position in WBD in Q1 2021 and has held it in 12 quarters since. The position peaked at $989K in Q1 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Spire Wealth Management held 2,644 shares of Warner Bros worth $70.5K as of Q2 2026.
Spire Wealth Management sold 385 Warner Bros shares in Q2 2026, an estimated $10.4K.
Warner Bros made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1075 holding.
Spire Wealth Management first reported a position in Warner Bros in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Warner Bros position peaked at $989K in Q1 2025.
1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.