Tanglewood Legacy Advisors’s Warner Bros WBD Stock Holding History

Tanglewood Legacy Advisors’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 Q1	$3.08K	Hold	112	–	–	﹤0.01%	252
2025 Q4	$3.23K	Hold	112	–	–	﹤0.01%	249
2025 Q3	$2.19K	Hold	112	–	–	﹤0.01%	259
2025 Q2	$1.28K	Hold	112	–	–	﹤0.01%	276
2025 Q1	$1.2K	Hold	112	–	–	﹤0.01%	286
2024 Q4	$1.18K	Hold	112	–	–	﹤0.01%	291
2024 Q3	$924	Sell	112 -241	-68%	-$1.88K	﹤0.01%	277
2024 Q2	$2.63K	Hold	353	–	–	﹤0.01%	263
2024 Q1	$3.08K	Sell	353 -198	-36%	-$1.91K	﹤0.01%	273
2023 Q4	$6.27K	Sell	551 -154	-22%	-$1.66K	﹤0.01%	254
2023 Q3	$7.66K	Sell	705 -66	-9%	-$824	﹤0.01%	255
2023 Q2	$9.66K	Hold	771	–	–	0.01%	246
2023 Q1	$11.6K	Sell	771 -96	-11%	-$1.37K	0.01%	232
2022 Q4	$8.21K	Buy	+867	New	+$9.79K	0.01%	215

Other funds holding WBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tanglewood Legacy Advisors's WBD Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Warner Bros (WBD) position steady in Q1 2026 at 112 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Tanglewood Legacy Advisors first reported a position in WBD in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6K in Q1 2023. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

Tanglewood Legacy Advisors held 112 shares of Warner Bros worth $3.08K as of Q1 2026.
Tanglewood Legacy Advisors left its Warner Bros share count unchanged in Q1 2026.
Warner Bros made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #252 holding.
Tanglewood Legacy Advisors first reported a position in Warner Bros in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Warner Bros position peaked at $11.6K in Q1 2023.
1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.