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Sunbelt Securities’s Warner Music WMG Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-4,800
Closed -$149K – 2868
2025
Q2 		$149K Hold
4,800
– – 0.01% 671
2025
Q1 		$150K Hold
4,800
– – 0.01% 636
2024
Q4 		$149K Hold
4,800
– – 0.01% 675
2024
Q3 		$150K Hold
4,800
– – 0.01% 672
2024
Q2 		$147K Hold
4,800
– – 0.02% 646
2024
Q1 		$158K Hold
4,800
– – 0.02% 601
2023
Q4 		$172K Hold
4,800
– – 0.02% 538
2023
Q3 		$151K Hold
4,800
– – 0.02% 554
2023
Q2 		$125K Buy
+4,800
New +$133K 0.02% 580

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IFP
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DPCM
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BlackRock
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return