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Global Financial Private Client’s Weis Markets WMK Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$308 – 1605
2025
Q1 		$308 Buy
4
+3
+300% +$216 ﹤0.01% 1435
2024
Q4 		$68 Buy
+1
New +$69 ﹤0.01% 1552

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Financial Private Client's WMK Position: Q2 2025 in Review

Global Financial Private Client sold out of Weis Markets (WMK) in Q2 2025, closing a stake of 4 shares — an estimated $308 sold.

Global Financial Private Client first reported a position in WMK in Q4 2024 and held it in 2 quarters. The position peaked at $308 in Q1 2025. 169 funds tracked by Wall St. Rank hold WMK as of Q2 2025.

  • Global Financial Private Client reported no remaining Weis Markets position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Weis Markets shares in Q2 2025, an estimated $308.
  • Global Financial Private Client first reported a position in Weis Markets in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Weis Markets position peaked at $308 in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Weis Markets as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.