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JPL Wealth Management’s Weis Markets WMK Stock Holding History

JPL Wealth Management’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 		$1.37K Buy
+20
New +$1.37K ﹤0.01% 1102
2025
Q4 		– Sell
-20
Closed -$1.44K – 1134
2025
Q3 		$1.44K Buy
+20
New +$1.46K ﹤0.01% 939

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

JPL Wealth Management's WMK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Weis Markets (WMK) in Q1 2026: 20 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WMK as recently as Q3 2025.

JPL Wealth Management first reported a position in WMK in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.44K in Q3 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • JPL Wealth Management held 20 shares of Weis Markets worth $1.37K as of Q1 2026.
  • Weis Markets was a new JPL Wealth Management position in Q1 2026.
  • Weis Markets made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1102 holding.
  • JPL Wealth Management first reported a position in Weis Markets in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Weis Markets position peaked at $1.44K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.