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Wealth Management Associates’s Warner Bros WBD Stock Holding History

Wealth Management Associates’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 		$365K Hold
13,705
– – 0.1% 171
2026
Q1 		$376K Sell
13,705
-133
-1% -$3.72K 0.13% 140
2025
Q4 		$399K Sell
13,838
-54
-0.4% -$1.26K 0.14% 139
2025
Q3 		$271K Buy
13,892
+1,137
+9% +$15.5K 0.1% 186
2025
Q2 		$146K Sell
12,755
-574
-4% -$5.35K 0.06% 214
2025
Q1 		$143K Sell
13,329
-187
-1% -$1.96K 0.06% 208
2024
Q4 		$143K Sell
13,516
-238
-2% -$2.21K 0.06% 203
2024
Q3 		$113K Sell
13,754
-196
-1% -$1.53K 0.05% 204
2024
Q2 		$104K Hold
13,950
– – 0.05% 200
2024
Q1 		$104K Sell
13,950
-2,509
-15% -$24.2K 0.05% 200
2023
Q4 		$187K Sell
16,459
-1,524
-8% -$16.4K 0.1% 190
2023
Q3 		$195K Sell
17,983
-23
-0.1% -$287 0.11% 180
2023
Q2 		$226K Sell
18,006
-165
-0.9% -$2.14K 0.13% 167
2023
Q1 		$274K Sell
18,171
-257
-1% -$3.66K 0.17% 140
2022
Q4 		$175K Sell
18,428
-21,812
-54% -$246K 0.12% 178
2022
Q3 		$463K Sell
40,240
-1,816
-4% -$24.7K 0.33% 82
2022
Q2 		$564K Buy
+42,056
New +$780K 0.39% 61

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

Wealth Management Associates's WBD Position: Q2 2026 in Review

Wealth Management Associates held its Warner Bros (WBD) position steady in Q2 2026 at 13,705 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #171.

Wealth Management Associates first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $564K in Q2 2022. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wealth Management Associates held 13,705 shares of Warner Bros worth $365K as of Q2 2026.
  • Wealth Management Associates left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #171 holding.
  • Wealth Management Associates first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
  • Wealth Management Associates's Warner Bros position peaked at $564K in Q2 2022.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.