Rothwell Investment Advisors, LLC’s Weis Markets WMK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WMK Stock Details WMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68.1K	Buy	+933	New	+$69.2K	0.04%	353

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WMK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Weis Markets (WMK) in Q3 2026: 933 shares worth $68.1K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings.

56 funds tracked by Wall St. Rank hold WMK as of Q3 2026.

Rothwell Investment Advisors, LLC held 933 shares of Weis Markets worth $68.1K as of Q3 2026.
Weis Markets was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Weis Markets made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #353 holding.
56 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.