Covestor
WMK icon

Covestor’s Weis Markets WMK Stock Holding History

Covestor’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 		$32K Sell
427
-460
-52% -$34.1K 0.02% 937
2026
Q2 		$70K Sell
887
-281
-24% -$20.6K 0.04% 590
2026
Q1 		$80K Buy
1,168
+405
+53% +$27.7K 0.06% 398
2025
Q4 		$49K Buy
763
+115
+18% +$7.67K 0.03% 917
2025
Q3 		$46K Sell
648
-490
-43% -$35.8K 0.03% 951
2025
Q2 		$82K Sell
1,138
-569
-33% -$44.5K 0.05% 667
2025
Q1 		$131K Sell
1,707
-34
-2% -$2.44K 0.09% 330
2024
Q4 		$118K Buy
1,741
+132
+8% +$9.08K 0.07% 428
2024
Q3 		$111K Sell
1,609
-71
-4% -$4.84K 0.07% 469
2024
Q2 		$105K Sell
1,680
-740
-31% -$47.2K 0.07% 459
2024
Q1 		$156K Buy
2,420
+691
+40% +$43.2K 0.1% 265
2023
Q4 		$110K Sell
1,729
-193
-10% -$12.3K 0.08% 437
2023
Q3 		$121K Buy
1,922
+854
+80% +$55.7K 0.09% 321
2023
Q2 		$69K Buy
1,068
+213
+25% +$15.5K 0.05% 643
2023
Q1 		$72K Buy
855
+183
+27% +$15.3K 0.06% 556
2022
Q4 		$55K Buy
672
+667
+13,340% +$56.3K 0.04% 693
2022
Q3 		$0 Sell
5
-62
-93% -$4.84K ﹤0.01% 2676
2022
Q2 		$5K Sell
67
-20
-23% -$1.55K ﹤0.01% 1435
2022
Q1 		$6K Sell
87
-14
-14% -$928 ﹤0.01% 1469
2021
Q4 		$7K Buy
+101
New +$6.13K 0.01% 1187

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Covestor's WMK Position: Q3 2026 in Review

Covestor reduced its Weis Markets (WMK) stake by 52% in Q3 2026, selling an estimated $34.1K and leaving 427 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #937.

Covestor first reported a position in WMK in Q4 2021 and has held it in 20 quarters since. The position peaked at $156K in Q1 2024. 134 funds tracked by Wall St. Rank hold WMK as of Q3 2026.

  • Covestor held 427 shares of Weis Markets worth $32K as of Q3 2026.
  • Covestor sold 460 Weis Markets shares in Q3 2026, an estimated $34.1K.
  • Weis Markets made up 0.02% of Covestor's portfolio in Q3 2026, its #937 holding.
  • Covestor first reported a position in Weis Markets in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Weis Markets position peaked at $156K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.