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Avion Wealth’s Weis Markets WMK Stock Holding History

Avion Wealth’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 		$0 Hold
8
– – ﹤0.01% 1635
2025
Q4 		$0 Sell
8
-7
-47% -$467 ﹤0.01% 1624
2025
Q3 		$1K Hold
15
– – ﹤0.01% 1129
2025
Q2 		$1K Hold
15
– – ﹤0.01% 1096
2025
Q1 		$1K Hold
15
– – ﹤0.01% 955
2024
Q4 		$1K Hold
15
– – ﹤0.01% 953
2024
Q3 		$1K Buy
15
+7
+88% +$477 ﹤0.01% 927
2024
Q2 		$0 Hold
8
– – ﹤0.01% 1287
2024
Q1 		$1K Hold
8
– – ﹤0.01% 1120
2023
Q4 		$1K Hold
8
– – ﹤0.01% 1021
2023
Q3 		$0 Buy
+8
New +$522 ﹤0.01% 1232

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's WMK Position: Q1 2026 in Review

Avion Wealth held its Weis Markets (WMK) position steady in Q1 2026 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Avion Wealth first reported a position in WMK in Q3 2023 and has held it in 11 quarters since. The position peaked at $1K in Q3 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Avion Wealth held 8 shares of Weis Markets worth $0 as of Q1 2026.
  • Avion Wealth left its Weis Markets share count unchanged in Q1 2026.
  • Weis Markets made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1635 holding.
  • Avion Wealth first reported a position in Weis Markets in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's Weis Markets position peaked at $1K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.