Capital Advisors Ltd’s Weis Markets WMK Stock Holding History

Capital Advisors Ltd’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
2025 Q1	–	Sell	-49	Closed	-$3K	–	1606
2024 Q4	$3K	Buy	+49	New	+$3.37K	﹤0.01%	1037

Other funds holding WMK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Advisors Ltd's WMK Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Weis Markets (WMK) in Q1 2025, closing a stake of 49 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in WMK in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 173 funds tracked by Wall St. Rank hold WMK as of Q1 2025.

Capital Advisors Ltd reported no remaining Weis Markets position as of Q1 2025 after selling out during the quarter.
Capital Advisors Ltd sold 49 Weis Markets shares in Q1 2025, an estimated $3K.
Capital Advisors Ltd first reported a position in Weis Markets in Q4 2024 and held it in 1 quarter.
Capital Advisors Ltd's Weis Markets position peaked at $3K in Q4 2024.
173 funds tracked by Wall St. Rank held Weis Markets as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.