Allworth Financial’s Weis Markets WMK Stock Holding History

Allworth Financial’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 Q1	$3.56K	Buy	52 +32	+160%	+$2.19K	﹤0.01%	4138
2025 Q4	$1.28K	Sell	20 -17	-46%	-$1.13K	﹤0.01%	4281
2025 Q3	$2.66K	Buy	37 +22	+147%	+$1.61K	﹤0.01%	3876
2025 Q2	$1.09K	Buy	15 +5	+50%	+$391	﹤0.01%	3940
2025 Q1	$841	Hold	10	–	–	﹤0.01%	3520
2024 Q4	$630	Buy	10 +8	+400%	+$551	﹤0.01%	3541
2024 Q3	$138	Hold	2	–	–	﹤0.01%	3638
2024 Q2	$143	Sell	2 -21	-91%	-$1.34K	﹤0.01%	3585
2024 Q1	$1.48K	Buy	23 +19	+475%	+$1.19K	﹤0.01%	2939
2023 Q4	$256	Buy	+4	New	+$255	﹤0.01%	3259
2023 Q3	–	Sell	-22	Closed	-$1.41K	–	3561
2023 Q2	$1.41K	Buy	22 +5	+29%	+$364	﹤0.01%	2624
2023 Q1	$1.44K	Buy	+17	New	+$1.42K	﹤0.01%	2541
2022 Q3	–	Sell	-204	Closed	-$15K	–	3150
2022 Q2	$15K	Buy	+204	New	+$15.8K	﹤0.01%	1383
2022 Q1	–	Sell	-130	Closed	-$9K	–	2414
2021 Q4	$9K	Buy	+130	New	+$7.89K	﹤0.01%	1434

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial's WMK Position: Q1 2026 in Review

Allworth Financial increased its Weis Markets (WMK) stake by 160% in Q1 2026, buying an estimated $2.19K and bringing the position to 52 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4138.

Allworth Financial first reported a position in WMK in Q4 2021 and has held it in 14 quarters since. The position peaked at $15K in Q2 2022. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Allworth Financial held 52 shares of Weis Markets worth $3.56K as of Q1 2026.
Allworth Financial bought 32 Weis Markets shares in Q1 2026, an estimated $2.19K.
Weis Markets made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4138 holding.
Allworth Financial first reported a position in Weis Markets in Q4 2021 and has held it in 14 quarters since.
Allworth Financial's Weis Markets position peaked at $15K in Q2 2022.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.