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Spire Wealth Management’s Warner Music WMG Stock Holding History

Spire 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
2025
Q2 		– Sell
-198
Closed -$6.21K – 2588
2025
Q1 		$6.21K Buy
198
+4
+2% +$130 ﹤0.01% 1997
2024
Q4 		$6.01K Buy
194
+1
+0.5% +$32 ﹤0.01% 1998
2024
Q3 		$6.04K Sell
193
-15
-7% -$444 ﹤0.01% 1778
2024
Q2 		$6.38K Sell
208
-29
-12% -$931 ﹤0.01% 1770
2024
Q1 		$7.82K Buy
237
+29
+14% +$1.01K ﹤0.01% 1787
2023
Q4 		$7.57K Buy
208
+18
+9% +$594 ﹤0.01% 1831
2023
Q3 		$5.96K Buy
190
+8
+4% +$251 ﹤0.01% 1894
2023
Q2 		$4.74K Buy
182
+4
+2% +$111 ﹤0.01% 2019
2023
Q1 		$5.94K Buy
+178
New +$5.99K ﹤0.01% 1994
2022
Q3 		– Sell
-178
Closed -$4K – 2630
2022
Q2 		$4K Sell
178
-178
-50% -$5.31K ﹤0.01% 2223
2022
Q1 		$13K Hold
356
– – ﹤0.01% 1960
2021
Q4 		$15K Sell
356
-64
-15% -$2.88K ﹤0.01% 2237
2021
Q3 		$18K Hold
420
– – ﹤0.01% 1912
2021
Q2 		$15K Hold
420
– – ﹤0.01% 1994
2021
Q1 		$14K Buy
+420
New +$15K ﹤0.01% 2312

Other funds holding WMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Spire Wealth Management's WMG Position: Q2 2025 in Review

Spire Wealth Management sold out of Warner Music (WMG) in Q2 2025, closing a stake of 198 shares — an estimated $6.21K sold.

Spire Wealth Management first reported a position in WMG in Q1 2021 and held it in 15 quarters. The position peaked at $18K in Q3 2021. 254 funds tracked by Wall St. Rank hold WMG as of Q2 2025.

  • Spire Wealth Management reported no remaining Warner Music position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 198 Warner Music shares in Q2 2025, an estimated $6.21K.
  • Spire Wealth Management first reported a position in Warner Music in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Warner Music position peaked at $18K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Warner Music as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.