Winch Advisory Services’s Warner Bros WBD Stock Holding History

Winch Advisory Services’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	$16.1K	Hold	603	–	–	﹤0.01%	288
2026 Q1	$16.6K	Buy	603 +128	+27%	+$3.58K	﹤0.01%	263
2025 Q4	$13.7K	Hold	475	–	–	﹤0.01%	275
2025 Q3	$9.28K	Buy	+475	New	+$6.47K	﹤0.01%	310
2024 Q4	–	Sell	-36	Closed	-$297	–	561
2024 Q3	$297	Sell	36 -31	-46%	-$242	﹤0.01%	435
2024 Q2	$498	Hold	67	–	–	﹤0.01%	415
2024 Q1	$585	Hold	67	–	–	﹤0.01%	410
2023 Q4	$762	Sell	67 -66	-50%	-$712	﹤0.01%	396
2023 Q3	$1K	Hold	133	–	–	﹤0.01%	406
2023 Q2	$2K	Sell	133 -71	-35%	-$921	﹤0.01%	372
2023 Q1	$3K	Sell	204 -54	-21%	-$769	﹤0.01%	339
2022 Q4	$2K	Sell	258 -257	-50%	-$2.9K	﹤0.01%	349
2022 Q3	$6K	Sell	515 -1,457	-74%	-$19.8K	﹤0.01%	262
2022 Q2	$26K	Buy	+1,972	New	+$36.6K	0.01%	157

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 40.91% 1-Year Est. Return

Winch Advisory Services's WBD Position: Q2 2026 in Review

Winch Advisory Services held its Warner Bros (WBD) position steady in Q2 2026 at 603 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Winch Advisory Services first reported a position in WBD in Q2 2022 and has held it in 14 quarters since. The position peaked at $26K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Winch Advisory Services held 603 shares of Warner Bros worth $16.1K as of Q2 2026.
Winch Advisory Services left its Warner Bros share count unchanged in Q2 2026.
Warner Bros made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #288 holding.
Winch Advisory Services first reported a position in Warner Bros in Q2 2022 and has held it in 14 quarters since.
Winch Advisory Services's Warner Bros position peaked at $26K in Q2 2022.
1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.