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Larson Financial Group’s Weis Markets WMK Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-5
Closed -$359 – 3686
2025
Q3 		$359 Sell
5
-143
-97% -$10.4K ﹤0.01% 3162
2025
Q2 		$10.7K Buy
+148
New +$11.6K ﹤0.01% 1782

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Larson Financial Group's WMK Position: Q4 2025 in Review

Larson Financial Group sold out of Weis Markets (WMK) in Q4 2025, closing a stake of 5 shares — an estimated $359 sold.

Larson Financial Group first reported a position in WMK in Q2 2025 and held it in 2 quarters. The position peaked at $10.7K in Q2 2025. 168 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

  • Larson Financial Group reported no remaining Weis Markets position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 5 Weis Markets shares in Q4 2025, an estimated $359.
  • Larson Financial Group first reported a position in Weis Markets in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Weis Markets position peaked at $10.7K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.