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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
Q2 		$1K Buy
15
+7
+88% +$514 ﹤0.01% 1377
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 $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 $3.37T AUM 44.26% 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

Avion Wealth's WMK Position: Q2 2026 in Review

Avion Wealth increased its Weis Markets (WMK) stake by 88% in Q2 2026, buying an estimated $514 and bringing the position to 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Avion Wealth first reported a position in WMK in Q3 2023 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Avion Wealth held 15 shares of Weis Markets worth $1K as of Q2 2026.
  • Avion Wealth bought 7 Weis Markets shares in Q2 2026, an estimated $514.
  • Weis Markets made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1377 holding.
  • Avion Wealth first reported a position in Weis Markets in Q3 2023 and has held it in 12 quarters since.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.