Cornerstone Planning Group
WMK icon

Cornerstone Planning Group’s Weis Markets WMK Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-23
Closed -$1.79K – 1723
2026
Q2 		$1.79K Buy
23
+18
+360% +$1.32K ﹤0.01% 1357
2026
Q1 		$348 Hold
5
– – ﹤0.01% 1721
2025
Q4 		$344 Buy
+5
New +$334 ﹤0.01% 1586

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Cornerstone Planning Group's WMK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Weis Markets (WMK) in Q3 2026, closing a stake of 23 shares — an estimated $1.79K sold.

Cornerstone Planning Group first reported a position in WMK in Q4 2025 and held it in 3 quarters. The position peaked at $1.79K in Q2 2026. 62 funds tracked by Wall St. Rank hold WMK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Weis Markets position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 Weis Markets shares in Q3 2026, an estimated $1.79K.
  • Cornerstone Planning Group first reported a position in Weis Markets in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Weis Markets position peaked at $1.79K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.