Lee, Danner & Bass’s Weis Markets WMK Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-1,620	Closed	-$110K	–	708
2024 Q4	$110K	Buy	+1,620	New	+$111K	0.01%	260

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee, Danner & Bass's WMK Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Weis Markets (WMK) in Q1 2025, closing a stake of 1,620 shares — an estimated $110K sold.

Lee, Danner & Bass first reported a position in WMK in Q4 2024 and held it in 1 quarter. The position peaked at $110K in Q4 2024. 173 funds tracked by Wall St. Rank hold WMK as of Q1 2025.

Lee, Danner & Bass reported no remaining Weis Markets position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,620 Weis Markets shares in Q1 2025, an estimated $110K.
Lee, Danner & Bass first reported a position in Weis Markets in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Weis Markets position peaked at $110K in Q4 2024.
173 funds tracked by Wall St. Rank held Weis Markets as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.