Wealth Preservation Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Hold
10,073
0.15% 68
2026
Q1
$277K Buy
10,073
+9,919
+6,441% +$278K 0.23% 50
2025
Q4
$4.44K Hold
154
﹤0.01% 396
2025
Q3
$3.01K Sell
154
-25
-14% -$341 ﹤0.01% 440
2025
Q2
$2.05K Sell
179
-126
-41% -$1.18K ﹤0.01% 484
2025
Q1
$3.27K Buy
+305
New +$3.19K ﹤0.01% 436

Other funds holding WBD

Wealth Preservation Advisors's WBD Position: Q2 2026 in Review

Wealth Preservation Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 10,073 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #68.

Wealth Preservation Advisors first reported a position in WBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $277K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Wealth Preservation Advisors held 10,073 shares of Warner Bros worth $269K as of Q2 2026.
  • Wealth Preservation Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.15% of Wealth Preservation Advisors's portfolio in Q2 2026, its #68 holding.
  • Wealth Preservation Advisors first reported a position in Warner Bros in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Warner Bros position peaked at $277K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.