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Wealth Preservation Advisors’s Warner Music WMG Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-119
Closed -$3.65K – 1206
2025
Q4 		$3.65K Buy
119
+51
+75% +$1.56K ﹤0.01% 423
2025
Q3 		$2.32K Sell
68
-1
-1% -$32 ﹤0.01% 477
2025
Q2 		$1.88K Sell
69
-2
-3% -$56 ﹤0.01% 495
2025
Q1 		$2.23K Buy
+71
New +$2.31K ﹤0.01% 460

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealth Preservation Advisors's WMG Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Warner Music (WMG) in Q1 2026, closing a stake of 119 shares — an estimated $3.65K sold.

Wealth Preservation Advisors first reported a position in WMG in Q1 2025 and held it in 4 quarters. The position peaked at $3.65K in Q4 2025. 318 funds tracked by Wall St. Rank hold WMG as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Warner Music position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 119 Warner Music shares in Q1 2026, an estimated $3.65K.
  • Wealth Preservation Advisors first reported a position in Warner Music in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Warner Music position peaked at $3.65K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Warner Music as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.