Action Point Financial Planning’s Weis Markets WMK Stock Holding History

Action Point Financial Planning’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 Q2	$548	Buy	+8	New	+$587	﹤0.01%	2617

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Action Point Financial Planning's WMK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Weis Markets (WMK) in Q2 2026: 8 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #2617 among its holdings.

199 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

Action Point Financial Planning held 8 shares of Weis Markets worth $548 as of Q2 2026.
Weis Markets was a new Action Point Financial Planning position in Q2 2026.
Weis Markets made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2617 holding.
199 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.