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VSM Wealth Advisory’s Warner Bros WBD Stock Holding History

VSM Wealth Advisory’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
Q2 		$107 Hold
4
– – ﹤0.01% 495
2026
Q1 		$110 Hold
4
– – ﹤0.01% 492
2025
Q4 		$115 Hold
4
– – ﹤0.01% 438
2025
Q3 		$78 Hold
4
– – ﹤0.01% 431
2025
Q2 		$46 Sell
4
-2,500
-100% -$23.3K ﹤0.01% 502
2025
Q1 		$26.9K Buy
2,504
+500
+25% +$5.23K 0.01% 248
2024
Q4 		$21.2K Buy
+2,004
New +$18.6K 0.01% 269

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VSM Wealth Advisory's WBD Position: Q2 2026 in Review

VSM Wealth Advisory held its Warner Bros (WBD) position steady in Q2 2026 at 4 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #495.

VSM Wealth Advisory first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.9K in Q1 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • VSM Wealth Advisory held 4 shares of Warner Bros worth $107 as of Q2 2026.
  • VSM Wealth Advisory left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #495 holding.
  • VSM Wealth Advisory first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Warner Bros position peaked at $26.9K in Q1 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.