Creative Planning’s Weis Markets WMK Stock Holding History

Creative Planning’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	$4.22M	Buy	61,676 +20,658	+50%	+$1.41M	﹤0.01%	1332
2025 Q4	$2.63M	Buy	41,018 +27,288	+199%	+$1.82M	﹤0.01%	1483
2025 Q3	$987K	Buy	13,730 +7,069	+106%	+$516K	﹤0.01%	2124
2025 Q2	$483K	Buy	6,661 +859	+15%	+$67.2K	﹤0.01%	2497
2025 Q1	$447K	Sell	5,802 -16	-0.3%	-$1.15K	﹤0.01%	2379
2024 Q4	$394K	Buy	5,818 +2,436	+72%	+$168K	﹤0.01%	2450
2024 Q3	$233K	Buy	+3,382	New	+$230K	﹤0.01%	2724
2024 Q2	–	Sell	-3,476	Closed	-$224K	–	3184
2024 Q1	$224K	Buy	+3,476	New	+$217K	﹤0.01%	2494
2015 Q4	–	Sell	-35	Closed	-$1K	–	4597
2015 Q3	$1K	Buy	+35	New	+$1.47K	﹤0.01%	4161

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

Creative Planning's WMK Position: Q1 2026 in Review

Creative Planning increased its Weis Markets (WMK) stake by 50% in Q1 2026, buying an estimated $1.41M and bringing the position to 61,676 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Creative Planning first reported a position in WMK in Q3 2015 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Creative Planning held 61,676 shares of Weis Markets worth $4.22M as of Q1 2026.
Creative Planning bought 20,658 Weis Markets shares in Q1 2026, an estimated $1.41M.
Weis Markets made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1332 holding.
Creative Planning first reported a position in Weis Markets in Q3 2015 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.