Bank of Montreal
WMK icon

Bank of Montreal’s Weis Markets WMK Stock Holding History

Bank of Montreal’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 		– Sell
-3,573
Closed -$229K – 4046
2025
Q4 		$229K Hold
3,573
– – ﹤0.01% 2759
2025
Q3 		$257K Hold
3,573
– – ﹤0.01% 2616
2025
Q2 		$259K Sell
3,573
-1
-0% -$78 ﹤0.01% 2657
2025
Q1 		$275K Hold
3,574
– – ﹤0.01% 2564
2024
Q4 		$242K Buy
3,574
+1
+0% +$69 ﹤0.01% 2667
2024
Q3 		$246K Sell
3,573
-7,706
-68% -$525K ﹤0.01% 2901
2024
Q2 		$716K Buy
11,279
+7,670
+213% +$490K ﹤0.01% 2211
2024
Q1 		$232K Sell
3,609
-175
-5% -$10.9K ﹤0.01% 2949
2023
Q4 		$247K Buy
3,784
+168
+5% +$10.7K ﹤0.01% 2988
2023
Q3 		$240K Hold
3,616
– – ﹤0.01% 2956
2023
Q2 		$246K Sell
3,616
-682
-16% -$49.6K ﹤0.01% 3091
2023
Q1 		$367K Buy
4,298
+582
+16% +$48.7K ﹤0.01% 2654
2022
Q4 		$319K Buy
3,716
+100
+3% +$8.44K ﹤0.01% 2876
2022
Q3 		$264 Sell
3,616
-13
-0.4% -$1.01K ﹤0.01% 3023
2022
Q2 		$273 Buy
3,629
+13
+0.4% +$1.01K ﹤0.01% 3070
2022
Q1 		$282K Hold
3,616
– – ﹤0.01% 3228
2021
Q4 		$244K Sell
3,616
-8,151
-69% -$495K ﹤0.01% 2866
2021
Q3 		$670K Sell
11,767
-340
-3% -$18.4K ﹤0.01% 2711
2021
Q2 		$646K Buy
12,107
+2,776
+30% +$147K ﹤0.01% 2700
2021
Q1 		$513K Sell
9,331
-6,490
-41% -$348K ﹤0.01% 2622
2020
Q4 		$752K Buy
15,821
+1,851
+13% +$88.9K ﹤0.01% 2452
2020
Q3 		$689K Sell
13,970
-1,406
-9% -$69.2K ﹤0.01% 2168
2020
Q2 		$730K Buy
15,376
+12,998
+547% +$652K ﹤0.01% 2082
2020
Q1 		$104K Sell
2,378
-675
-22% -$25.8K ﹤0.01% 2581
2019
Q4 		$124K Buy
3,053
+380
+14% +$14.7K ﹤0.01% 3401
2019
Q3 		$102K Sell
2,673
-258
-9% -$9.81K ﹤0.01% 3283
2019
Q2 		$106K Sell
2,931
-519
-15% -$20.4K ﹤0.01% 3298
2019
Q1 		$141K Sell
3,450
-459
-12% -$21.6K ﹤0.01% 2903
2018
Q4 		$186K Buy
3,909
+1,474
+61% +$66.7K ﹤0.01% 2620
2018
Q3 		$106K Sell
2,435
-2
-0.1% -$97 ﹤0.01% 3073
2018
Q2 		$130K Buy
2,437
+387
+19% +$19.1K ﹤0.01% 2999
2018
Q1 		$84K Buy
2,050
+871
+74% +$34.2K ﹤0.01% 3031
2017
Q4 		$49K Sell
1,179
-2,128
-64% -$85.8K ﹤0.01% 3267
2017
Q3 		$144K Buy
3,307
+2,474
+297% +$112K ﹤0.01% 2813
2017
Q2 		$41K Hold
833
– – ﹤0.01% 3301
2017
Q1 		$50K Hold
833
– – ﹤0.01% 3085
2016
Q4 		$46K Hold
833
– – ﹤0.01% 3141
2016
Q3 		$44K Sell
833
-156
-16% -$8.1K ﹤0.01% 3089
2016
Q2 		$50K Sell
989
-73
-7% -$3.49K ﹤0.01% 3059
2016
Q1 		$48K Buy
1,062
+466
+78% +$19.2K ﹤0.01% 3067
2015
Q4 		$26K Buy
+596
New +$25.2K ﹤0.01% 3301
2014
Q3 		– Sell
-280
Closed -$13K – 4435
2014
Q2 		$13K Buy
+280
New +$12.9K ﹤0.01% 3779
2013
Q4 		– Sell
-39
Closed -$2K – 3946
2013
Q3 		$2K Buy
+39
New +$1.91K ﹤0.01% 3682

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

Bank of Montreal's WMK Position: Q1 2026 in Review

Bank of Montreal sold out of Weis Markets (WMK) in Q1 2026, closing a stake of 3,573 shares — an estimated $229K sold.

Bank of Montreal first reported a position in WMK in Q3 2013 and held it in 43 quarters. The position peaked at $752K in Q4 2020. 180 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Bank of Montreal reported no remaining Weis Markets position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 3,573 Weis Markets shares in Q1 2026, an estimated $229K.
  • Bank of Montreal first reported a position in Weis Markets in Q3 2013 and held it in 43 quarters.
  • Bank of Montreal's Weis Markets position peaked at $752K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.