JFS Wealth Advisors’s Weis Markets WMK Stock Holding History

JFS 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	$314	Sell	4 -371	-99%	-$27.2K	﹤0.01%	2053
2026 Q1	$25.6K	Sell	375 -7	-2%	-$479	﹤0.01%	677
2025 Q4	$24.5K	Buy	382 +3	+0.8%	+$200	﹤0.01%	691
2025 Q3	$27.2K	Hold	379	–	–	﹤0.01%	632
2025 Q2	$27.5K	Sell	379 -1	-0.3%	-$78	﹤0.01%	587
2025 Q1	$29.3K	Buy	380 +2	+0.5%	+$144	﹤0.01%	579
2024 Q4	$25.6K	Buy	378 +1	+0.3%	+$69	﹤0.01%	590
2024 Q3	$26K	Hold	377	–	–	﹤0.01%	587
2024 Q2	$23.7K	Hold	377	–	–	﹤0.01%	566
2024 Q1	$24.3K	Hold	377	–	–	﹤0.01%	586
2023 Q4	$24.1K	Buy	377 +6	+2%	+$382	﹤0.01%	546
2023 Q3	$23.4K	Sell	371 -7	-2%	-$457	﹤0.01%	507
2023 Q2	$24.3K	Hold	378	–	–	﹤0.01%	500
2023 Q1	$32K	Buy	378 +3	+0.8%	+$251	﹤0.01%	435
2022 Q4	$30.9K	Buy	375 +2	+0.5%	+$169	﹤0.01%	438
2022 Q3	$27K	Buy	373 +2	+0.5%	+$156	﹤0.01%	506
2022 Q2	$28K	Hold	371	–	–	﹤0.01%	522
2022 Q1	$26K	Hold	371	–	–	﹤0.01%	549
2021 Q4	$24K	Hold	371	–	–	﹤0.01%	536
2021 Q3	$19K	Hold	371	–	–	﹤0.01%	552
2021 Q2	$19K	Hold	371	–	–	﹤0.01%	377
2021 Q1	$21K	Hold	371	–	–	﹤0.01%	333
2020 Q4	$18K	Hold	371	–	–	﹤0.01%	349
2020 Q3	$18K	Hold	371	–	–	﹤0.01%	324
2020 Q2	$19K	Hold	371	–	–	﹤0.01%	310
2020 Q1	$15K	Hold	371	–	–	﹤0.01%	298
2019 Q4	$15K	Hold	371	–	–	﹤0.01%	346
2019 Q3	$14K	Hold	371	–	–	﹤0.01%	343
2019 Q2	$14K	Hold	371	–	–	﹤0.01%	344
2019 Q1	$15K	Buy	+371	New	+$17.4K	﹤0.01%	326

Other funds holding WMK

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Weis Markets (WMK) stake by 99% in Q2 2026, selling an estimated $27.2K and leaving 4 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

JFS Wealth Advisors first reported a position in WMK in Q1 2019 and has held it in 30 quarters since. The position peaked at $32K in Q1 2023. 10 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

JFS Wealth Advisors held 4 shares of Weis Markets worth $314 as of Q2 2026.
JFS Wealth Advisors sold 371 Weis Markets shares in Q2 2026, an estimated $27.2K.
Weis Markets made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2053 holding.
JFS Wealth Advisors first reported a position in Weis Markets in Q1 2019 and has held it in 30 quarters since.
JFS Wealth Advisors's Weis Markets position peaked at $32K in Q1 2023.
10 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.