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 Q1	$348	Hold	5	–	–	﹤0.01%	1721
2025 Q4	$344	Buy	+5	New	+$334	﹤0.01%	1586

Other funds holding WMK

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's WMK Position: Q1 2026 in Review

Cornerstone Planning Group held its Weis Markets (WMK) position steady in Q1 2026 at 5 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Cornerstone Planning Group first reported a position in WMK in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Cornerstone Planning Group held 5 shares of Weis Markets worth $348 as of Q1 2026.
Cornerstone Planning Group left its Weis Markets share count unchanged in Q1 2026.
Weis Markets made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1721 holding.
Cornerstone Planning Group first reported a position in Weis Markets in Q4 2025 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.