VWM
WBD icon

Venturi Wealth Management’s Warner Bros WBD Stock Holding History

Venturi Wealth Management’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 		$232K Buy
8,462
+367
+5% +$10.3K 0.01% 534
2025
Q4 		$233K Buy
+8,095
New +$189K 0.01% 513
2025
Q1 		– Sell
-2,765
Closed -$29.2K – 1831
2024
Q4 		$29.2K Buy
2,765
+743
+37% +$6.9K ﹤0.01% 1172
2024
Q3 		$16.7K Buy
2,022
+423
+26% +$3.31K ﹤0.01% 1066
2024
Q2 		$11.9K Buy
1,599
+934
+140% +$7.48K ﹤0.01% 1065
2024
Q1 		$5.81K Sell
665
-125
-16% -$1.21K ﹤0.01% 1058
2023
Q4 		$8.99K Buy
790
+216
+38% +$2.33K ﹤0.01% 894
2023
Q3 		$6.24K Sell
574
-93
-14% -$1.16K ﹤0.01% 916
2023
Q2 		$8.37K Buy
667
+73
+12% +$947 ﹤0.01% 677
2023
Q1 		$8.97K Buy
+594
New +$8.45K ﹤0.01% 732

Other funds holding WBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return