IFP Advisors’s Weis Markets WMK Stock Holding History

IFP 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 Q1	$274	Sell	4 -2	-33%	-$137	﹤0.01%	4558
2025 Q4	$385	Hold	6	–	–	﹤0.01%	4347
2025 Q3	$431	Buy	+6	New	+$438	﹤0.01%	4219
2025 Q2	–	Hold	0	–	–	–	3802
2025 Q1	–	Hold	0	–	–	–	3627
2024 Q4	–	Hold	0	–	–	–	3741
2016 Q1	–	Sell	-58	Closed	-$3K	–	3464
2015 Q4	$3K	Buy	+58	New	+$2.46K	﹤0.01%	3230

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

IFP Advisors's WMK Position: Q1 2026 in Review

IFP Advisors reduced its Weis Markets (WMK) stake by 33% in Q1 2026, selling an estimated $137 and leaving 4 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #4558.

IFP Advisors first reported a position in WMK in Q4 2015 and has held it in 4 quarters since. The position peaked at $3K in Q4 2015. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

IFP Advisors held 4 shares of Weis Markets worth $274 as of Q1 2026.
IFP Advisors sold 2 Weis Markets shares in Q1 2026, an estimated $137.
Weis Markets made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4558 holding.
IFP Advisors first reported a position in Weis Markets in Q4 2015 and has held it in 4 quarters since.
IFP Advisors's Weis Markets position peaked at $3K in Q4 2015.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.