Western Pacific Wealth Management’s Warner Bros WBD Stock Holding History

Western Pacific 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 Q2	$268K	Hold	10,045	–	–	0.24%	51
2026 Q1	$276K	Sell	10,045 -10,420	-51%	-$292K	0.28%	48
2025 Q4	$590K	Hold	20,465	–	–	0.57%	22
2025 Q3	$400K	Hold	20,465	–	–	0.39%	34
2025 Q2	$235K	Sell	20,465 -128	-0.6%	-$1.19K	0.22%	56
2025 Q1	$221K	Hold	20,593	–	–	0.2%	55
2024 Q4	$218K	Buy	20,593 +6,790	+49%	+$63.1K	0.18%	57
2024 Q3	$114K	Sell	13,803 -100	-0.7%	-$781	0.08%	101
2024 Q2	$103K	Sell	13,903 -6,285	-31%	-$50.4K	0.08%	92
2024 Q1	$176K	Buy	20,188 +6,750	+50%	+$65K	0.13%	61
2023 Q4	$153K	Buy	13,438 +615	+5%	+$6.64K	0.11%	59
2023 Q3	$139K	Buy	12,823 +5,475	+75%	+$68.3K	0.11%	59
2023 Q2	$92.1K	Sell	7,348 -121	-2%	-$1.57K	0.07%	88
2023 Q1	$113K	Hold	7,469	–	–	0.09%	76
2022 Q4	$70.8K	Buy	7,469 +2,016	+37%	+$22.8K	0.06%	104
2022 Q3	$62K	Buy	5,453 +5,225	+2,292%	+$71K	0.06%	83
2022 Q2	$3K	Buy	+228	New	+$4.23K	﹤0.01%	170

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Western Pacific Wealth Management's WBD Position: Q2 2026 in Review

Western Pacific Wealth Management held its Warner Bros (WBD) position steady in Q2 2026 at 10,045 shares worth $268K. The position accounts for 0.24% of the portfolio, ranked #51.

Western Pacific Wealth Management first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $590K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Western Pacific Wealth Management held 10,045 shares of Warner Bros worth $268K as of Q2 2026.
Western Pacific Wealth Management left its Warner Bros share count unchanged in Q2 2026.
Warner Bros made up 0.24% of Western Pacific Wealth Management's portfolio in Q2 2026, its #51 holding.
Western Pacific Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
Western Pacific Wealth Management's Warner Bros position peaked at $590K in Q4 2025.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.