Key Financial Inc’s Weis Markets WMK Stock Holding History

Key Financial Inc’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	$9.08K	Hold	116	–	–	﹤0.01%	899
2026 Q1	$7.93K	Hold	116	–	–	﹤0.01%	930
2025 Q4	$7.43K	Hold	116	–	–	﹤0.01%	958
2025 Q3	$8.36K	Hold	116	–	–	﹤0.01%	927
2025 Q2	$8.41K	Hold	116	–	–	﹤0.01%	905
2025 Q1	$8.94K	Hold	116	–	–	﹤0.01%	840
2024 Q4	$7.86K	Hold	116	–	–	﹤0.01%	874
2024 Q3	$8K	Hold	116	–	–	﹤0.01%	849
2024 Q2	$7.28K	Hold	116	–	–	﹤0.01%	855
2024 Q1	$7.47K	Hold	116	–	–	﹤0.01%	832
2023 Q4	$7.42K	Hold	116	–	–	﹤0.01%	816
2023 Q3	$7.31K	Hold	116	–	–	﹤0.01%	804
2023 Q2	$7.45K	Buy	116 +86	+287%	+$6.25K	﹤0.01%	806
2023 Q1	$2.54K	Hold	30	–	–	﹤0.01%	922
2022 Q4	$2.14K	Hold	30	–	–	﹤0.01%	942
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	988
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	972
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	963
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	857
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	835
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	796
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	702
2020 Q4	$1K	Buy	+30	New	+$1.44K	﹤0.01%	703
2020 Q2	–	Sell	-30	Closed	-$1K	–	651
2020 Q1	$1K	Buy	+30	New	+$1.15K	﹤0.01%	666

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

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Key Financial Inc's WMK Position: Q2 2026 in Review

Key Financial Inc held its Weis Markets (WMK) position steady in Q2 2026 at 116 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Key Financial Inc first reported a position in WMK in Q1 2020 and has held it in 24 quarters since. 36 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

Key Financial Inc held 116 shares of Weis Markets worth $9.08K as of Q2 2026.
Key Financial Inc left its Weis Markets share count unchanged in Q2 2026.
Weis Markets made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #899 holding.
Key Financial Inc first reported a position in Weis Markets in Q1 2020 and has held it in 24 quarters since.
36 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.