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EverSource Wealth Advisors’s Weis Markets WMK Stock Holding History

EverSource Wealth Advisors’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
Q2 		$18.9K Sell
241
-49
-17% -$3.6K ﹤0.01% 2476
2026
Q1 		$19.8K Buy
290
+181
+166% +$12.4K ﹤0.01% 2510
2025
Q4 		$6.99K Sell
109
-17
-13% -$1.13K ﹤0.01% 2974
2025
Q3 		$9.05K Sell
126
-230
-65% -$16.8K ﹤0.01% 2874
2025
Q2 		$25.8K Buy
356
+184
+107% +$14.4K ﹤0.01% 2097
2025
Q1 		$13.3K Buy
172
+135
+365% +$9.71K ﹤0.01% 1941
2024
Q4 		$2.5K Buy
37
+9
+32% +$619 ﹤0.01% 2629
2024
Q3 		$1.93K Hold
28
– – ﹤0.01% 2564
2024
Q2 		$2.11K Hold
28
– – ﹤0.01% 2536
2024
Q1 		$1.77K Sell
28
-24
-46% -$1.5K ﹤0.01% 2425
2023
Q4 		$3.33K Buy
52
+35
+206% +$2.23K ﹤0.01% 2015
2023
Q3 		$1.07K Buy
17
+4
+31% +$261 ﹤0.01% 2176
2023
Q2 		$835 Hold
13
– – ﹤0.01% 2271
2023
Q1 		$1.1K Hold
13
– – ﹤0.01% 2087
2022
Q4 		$1.07K Hold
13
– – ﹤0.01% 2072
2022
Q3 		$1K Buy
+13
New +$1.01K ﹤0.01% 1923

Other funds holding WMK

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

EverSource Wealth Advisors's WMK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Weis Markets (WMK) stake by 17% in Q2 2026, selling an estimated $3.6K and leaving 241 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

EverSource Wealth Advisors first reported a position in WMK in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.8K in Q2 2025. 53 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • EverSource Wealth Advisors held 241 shares of Weis Markets worth $18.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 49 Weis Markets shares in Q2 2026, an estimated $3.6K.
  • Weis Markets made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2476 holding.
  • EverSource Wealth Advisors first reported a position in Weis Markets in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Weis Markets position peaked at $25.8K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.