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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
Q2 		$9.4K Buy
120
+68
+131% +$4.99K ﹤0.01% 3754
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Allworth Financial's WMK Position: Q2 2026 in Review

Allworth Financial increased its Weis Markets (WMK) stake by 131% in Q2 2026, buying an estimated $4.99K and bringing the position to 120 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Allworth Financial first reported a position in WMK in Q4 2021 and has held it in 15 quarters since. The position peaked at $15K in Q2 2022. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Allworth Financial held 120 shares of Weis Markets worth $9.4K as of Q2 2026.
  • Allworth Financial bought 68 Weis Markets shares in Q2 2026, an estimated $4.99K.
  • Weis Markets made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3754 holding.
  • Allworth Financial first reported a position in Weis Markets in Q4 2021 and has held it in 15 quarters since.
  • Allworth Financial's Weis Markets position peaked at $15K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.