Carson Wealth (CWM LLC)
WMK icon

Carson Wealth (CWM LLC)’s Weis Markets WMK Stock Holding History

Carson Wealth (CWM LLC)’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 		$668K Buy
9,767
+530
+6% +$36.2K ﹤0.01% 1811
2025
Q4 		$592K Sell
9,237
-1,294
-12% -$86.4K ﹤0.01% 1813
2025
Q3 		$757K Sell
10,531
-739
-7% -$54K ﹤0.01% 1564
2025
Q2 		$817K Sell
11,270
-569
-5% -$44.5K ﹤0.01% 1356
2025
Q1 		$912K Sell
11,839
-1,431
-11% -$103K ﹤0.01% 1181
2024
Q4 		$899K Sell
13,270
-756
-5% -$52K ﹤0.01% 1140
2024
Q3 		$967K Sell
14,026
-140
-1% -$9.54K ﹤0.01% 1053
2024
Q2 		$889K Sell
14,166
-550
-4% -$35.1K ﹤0.01% 952
2024
Q1 		$948K Sell
14,716
-984
-6% -$61.5K ﹤0.01% 879
2023
Q4 		$1M Sell
15,700
-859
-5% -$54.7K 0.01% 807
2023
Q3 		$1.04M Sell
16,559
-486
-3% -$31.7K 0.01% 736
2023
Q2 		$1.09M Sell
17,045
-1,109
-6% -$80.7K 0.01% 685
2023
Q1 		$1.54M Sell
18,154
-475
-3% -$39.8K 0.01% 533
2022
Q4 		$1.53M Sell
18,629
-683
-4% -$57.6K 0.01% 494
2022
Q3 		$1.38M Sell
19,312
-937
-5% -$73.1K 0.01% 478
2022
Q2 		$1.51M Sell
20,249
-5,111
-20% -$396K 0.01% 454
2022
Q1 		$1.81M Sell
25,360
-5,460
-18% -$362K 0.01% 421
2021
Q4 		$2.03M Buy
+30,820
New +$1.87M 0.01% 429
2021
Q2 		$1.77M Hold
34,287
– – 0.01% 467
2021
Q1 		$1.77M Hold
34,287
– – 0.01% 467
2020
Q4 		$1.77M Hold
34,287
– – 0.01% 467
2020
Q3 		$1.77M Hold
34,287
– – 0.01% 467
2020
Q2 		$1.77M Hold
34,287
– – 0.01% 467
2020
Q1 		$1.77M Hold
34,287
– – 0.01% 467
2019
Q4 		$1.77M Hold
34,287
– – 0.01% 467
2019
Q3 		$1.77M Hold
34,287
– – 0.01% 467
2019
Q2 		$1.77M Hold
34,287
– – 0.01% 467
2019
Q1 		$1.77M Buy
+34,287
New +$1.61M 0.01% 467

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WMK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Weis Markets (WMK) stake by 5.7% in Q1 2026, buying an estimated $36.2K and bringing the position to 9,767 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Carson Wealth (CWM LLC) first reported a position in WMK in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.03M in Q4 2021. 181 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,767 shares of Weis Markets worth $668K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 530 Weis Markets shares in Q1 2026, an estimated $36.2K.
  • Weis Markets made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1811 holding.
  • Carson Wealth (CWM LLC) first reported a position in Weis Markets in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Weis Markets position peaked at $2.03M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.