Edgestream Partners’s Weis Markets WMK Stock Holding History

Edgestream Partners’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	$2.41M	Sell	35,175 -17,616	-33%	-$1.2M	0.08%	449
2025 Q4	$3.38M	Buy	+52,791	New	+$3.52M	0.1%	384
2024 Q2	–	Sell	-12,767	Closed	-$822K	–	1063
2024 Q1	$822K	Sell	12,767 -18,855	-60%	-$1.18M	0.04%	545
2023 Q4	$2.02M	Buy	31,622 +6,568	+26%	+$418K	0.15%	237
2023 Q3	$1.58M	Sell	25,054 -7,617	-23%	-$497K	0.13%	262
2023 Q2	$2.1M	Buy	+32,671	New	+$2.38M	0.19%	174

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

Edgestream Partners's WMK Position: Q1 2026 in Review

Edgestream Partners reduced its Weis Markets (WMK) stake by 33% in Q1 2026, selling an estimated $1.2M and leaving 35,175 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #449.

Edgestream Partners first reported a position in WMK in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.38M in Q4 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Edgestream Partners held 35,175 shares of Weis Markets worth $2.41M as of Q1 2026.
Edgestream Partners sold 17,616 Weis Markets shares in Q1 2026, an estimated $1.2M.
Weis Markets made up 0.08% of Edgestream Partners's portfolio in Q1 2026, its #449 holding.
Edgestream Partners first reported a position in Weis Markets in Q2 2023 and has held it in 6 quarters since.
Edgestream Partners's Weis Markets position peaked at $3.38M in Q4 2025.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.