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Strategic Investment Advisors’s Warner Music WMG Stock Holding History

Strategic Investment Advisors’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
Q2 		$141K Sell
5,195
-639
-11% -$19K 0.01% 351
2026
Q1 		$149K Buy
+5,834
New +$165K 0.01% 336

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Investment Advisors's WMG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Warner Music (WMG) stake by 11% in Q2 2026, selling an estimated $19K and leaving 5,195 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #351.

Strategic Investment Advisors first reported a position in WMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $149K in Q1 2026. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Strategic Investment Advisors held 5,195 shares of Warner Music worth $141K as of Q2 2026.
  • Strategic Investment Advisors sold 639 Warner Music shares in Q2 2026, an estimated $19K.
  • Warner Music made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #351 holding.
  • Strategic Investment Advisors first reported a position in Warner Music in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Warner Music position peaked at $149K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.