JWM
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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
Q2 		$1.57K Hold
20
– – ﹤0.01% 1160
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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

JPL Wealth Management's WMK Position: Q2 2026 in Review

JPL Wealth Management held its Weis Markets (WMK) position steady in Q2 2026 at 20 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

JPL Wealth Management first reported a position in WMK in Q3 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • JPL Wealth Management held 20 shares of Weis Markets worth $1.57K as of Q2 2026.
  • JPL Wealth Management left its Weis Markets share count unchanged in Q2 2026.
  • Weis Markets made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • JPL Wealth Management first reported a position in Weis Markets in Q3 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.