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True Wealth Design’s Warner Music WMG Stock Holding History

True Wealth Design’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 		$8.99K Sell
332
-205
-38% -$6.1K ﹤0.01% 1099
2026
Q1 		$13.7K Buy
537
+512
+2,048% +$14.5K ﹤0.01% 864
2025
Q4 		$767 Buy
25
+14
+127% +$428 ﹤0.01% 1800
2025
Q3 		$375 Buy
11
+4
+57% +$128 ﹤0.01% 2101
2025
Q2 		$191 Sell
7
-1
-13% -$28 ﹤0.01% 2088
2025
Q1 		$251 Sell
8
-1
-11% -$32 ﹤0.01% 1865
2024
Q4 		$279 Buy
9
+2
+29% +$64 ﹤0.01% 1176
2024
Q3 		$220 Buy
7
+1
+17% +$30 ﹤0.01% 1190
2024
Q2 		$184 Buy
6
+3
+100% +$96 ﹤0.01% 752
2024
Q1 		$100 Buy
3
+1
+50% +$35 ﹤0.01% 769
2023
Q4 		$72 Hold
2
– – ﹤0.01% 753
2023
Q3 		$63 Hold
2
– – ﹤0.01% 740
2023
Q2 		$53 Hold
2
– – ﹤0.01% 753
2023
Q1 		$67 Buy
2
+1
+100% +$34 ﹤0.01% 823
2022
Q4 		$35 Buy
+1
New +$29 ﹤0.01% 784

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

True Wealth Design's WMG Position: Q2 2026 in Review

True Wealth Design reduced its Warner Music (WMG) stake by 38% in Q2 2026, selling an estimated $6.1K and leaving 332 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

True Wealth Design first reported a position in WMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7K in Q1 2026. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • True Wealth Design held 332 shares of Warner Music worth $8.99K as of Q2 2026.
  • True Wealth Design sold 205 Warner Music shares in Q2 2026, an estimated $6.1K.
  • Warner Music made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1099 holding.
  • True Wealth Design first reported a position in Warner Music in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Warner Music position peaked at $13.7K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.