Stifel Financial
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Stifel Financial’s Warner Music WMG Stock Holding History

Stifel Financial’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
2026
Q1 		$214K Sell
8,371
-28,701
-77% -$814K ﹤0.01% 3388
2025
Q4 		$1.14M Buy
37,072
+747
+2% +$22.8K ﹤0.01% 2351
2025
Q3 		$1.24M Sell
36,325
-16
-0% -$510 ﹤0.01% 2257
2025
Q2 		$990K Buy
36,341
+347
+1% +$9.68K ﹤0.01% 2339
2025
Q1 		$1.13M Sell
35,994
-151
-0.4% -$4.91K ﹤0.01% 2144
2024
Q4 		$1.12M Sell
36,145
-413
-1% -$13.2K ﹤0.01% 2182
2024
Q3 		$1.14M Sell
36,558
-1,291
-3% -$38.2K ﹤0.01% 2145
2024
Q2 		$1.16M Buy
+37,849
New +$1.21M ﹤0.01% 2072
2020
Q4 		– Sell
-8,250
Closed -$237K – 3125
2020
Q3 		$237K Sell
8,250
-5,750
-41% -$168K ﹤0.01% 2531
2020
Q2 		$413K Buy
+14,000
New +$437K ﹤0.01% 2169

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return