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Global Retirement Partners’s Weis Markets WMK Stock Holding History

Global Retirement 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
2025
Q3 		– Sell
-9
Closed -$652 – 4037
2025
Q2 		$652 Buy
+9
New +$705 ﹤0.01% 3537
2024
Q4 		$609 Sell
9
-8
-47% -$551 ﹤0.01% 3369
2024
Q3 		$1.17K Hold
17
– – ﹤0.01% 3101
2024
Q2 		$1.07K Sell
17
-2
-11% -$128 ﹤0.01% 3146
2024
Q1 		$1.22K Hold
19
– – ﹤0.01% 2915
2023
Q4 		$1.13K Buy
19
+7
+58% +$446 ﹤0.01% 2860
2023
Q3 		$778 Hold
12
– – ﹤0.01% 2831
2023
Q2 		$771 Buy
+12
New +$873 ﹤0.01% 2849

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Retirement Partners's WMK Position: Q3 2025 in Review

Global Retirement Partners sold out of Weis Markets (WMK) in Q3 2025, closing a stake of 9 shares — an estimated $652 sold.

Global Retirement Partners first reported a position in WMK in Q2 2023 and held it in 8 quarters. The position peaked at $1.22K in Q1 2024. 181 funds tracked by Wall St. Rank hold WMK as of Q3 2025.

  • Global Retirement Partners reported no remaining Weis Markets position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 9 Weis Markets shares in Q3 2025, an estimated $652.
  • Global Retirement Partners first reported a position in Weis Markets in Q2 2023 and held it in 8 quarters.
  • Global Retirement Partners's Weis Markets position peaked at $1.22K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Weis Markets as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.