Jones Financial Companies
WMK icon

Jones Financial Companies’s Weis Markets WMK Stock Holding History

Jones Financial Companies’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 		$20.7K Sell
303
-29
-9% -$1.98K ﹤0.01% 3280
2025
Q4 		$21.3K Buy
332
+32
+11% +$2.13K ﹤0.01% 2901
2025
Q3 		$21.9K Buy
+300
New +$21.9K ﹤0.01% 2754

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's WMK Position: Q1 2026 in Review

Jones Financial Companies reduced its Weis Markets (WMK) stake by 8.7% in Q1 2026, selling an estimated $1.98K and leaving 303 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

Jones Financial Companies first reported a position in WMK in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q3 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Jones Financial Companies held 303 shares of Weis Markets worth $20.7K as of Q1 2026.
  • Jones Financial Companies sold 29 Weis Markets shares in Q1 2026, an estimated $1.98K.
  • Weis Markets made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3280 holding.
  • Jones Financial Companies first reported a position in Weis Markets in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Weis Markets position peaked at $21.9K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.