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Lindbrook Capital’s Weis Markets WMK Stock Holding History

Lindbrook Capital’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 		$19.1K Hold
248
– – ﹤0.01% 1373
2024
Q4 		$16.8K Buy
248
+2
+0.8% +$138 ﹤0.01% 1386
2024
Q3 		$17K Sell
246
-522
-68% -$35.6K ﹤0.01% 1387
2024
Q2 		$48.2K Sell
768
-115
-13% -$7.34K ﹤0.01% 808
2024
Q1 		$56.9K Buy
883
+115
+15% +$7.19K 0.01% 736
2023
Q4 		$49.1K Sell
768
-8
-1% -$509 ﹤0.01% 756
2023
Q3 		$48.9K Sell
776
-7
-0.9% -$457 0.01% 698
2023
Q2 		$50.3K Buy
783
+123
+19% +$8.95K 0.01% 722
2023
Q1 		$55.9K Sell
660
-31
-4% -$2.6K 0.01% 656
2022
Q4 		$56.9K Sell
691
-91
-12% -$7.68K 0.01% 649
2022
Q3 		$56K Buy
782
+104
+15% +$8.11K 0.01% 610
2022
Q2 		$51K Buy
678
+5
+0.7% +$387 0.01% 653
2022
Q1 		$48K Sell
673
-50
-7% -$3.31K 0.01% 702
2021
Q4 		$48K Sell
723
-23
-3% -$1.4K 0.01% 737
2021
Q3 		$39K Buy
746
+9
+1% +$488 0.01% 519
2021
Q2 		$38K Sell
737
-11
-1% -$583 0.01% 560
2021
Q1 		$42K Buy
748
+23
+3% +$1.23K 0.01% 503
2020
Q4 		$35K Buy
725
+12
+2% +$576 0.01% 514
2020
Q3 		$34K Sell
713
-142
-17% -$6.99K 0.01% 452
2020
Q2 		$43K Buy
855
+20
+2% +$1K 0.01% 398
2020
Q1 		$35K Buy
835
+261
+45% +$9.98K 0.01% 406
2019
Q4 		$23K Hold
574
– – 0.01% 695
2019
Q3 		$22K Buy
574
+58
+11% +$2.21K 0.01% 681
2019
Q2 		$18K Sell
516
-82
-14% -$3.22K 0.01% 743
2019
Q1 		$24K Hold
598
– – 0.01% 642
2018
Q4 		$28K Buy
+598
New +$27.1K 0.01% 509

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 $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lindbrook Capital's WMK Position: Q1 2025 in Review

Lindbrook Capital held its Weis Markets (WMK) position steady in Q1 2025 at 248 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Lindbrook Capital first reported a position in WMK in Q4 2018 and has held it in 26 quarters since. The position peaked at $56.9K in Q1 2024. 174 funds tracked by Wall St. Rank hold WMK as of Q1 2025.

  • Lindbrook Capital held 248 shares of Weis Markets worth $19.1K as of Q1 2025.
  • Lindbrook Capital left its Weis Markets share count unchanged in Q1 2025.
  • Weis Markets made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1373 holding.
  • Lindbrook Capital first reported a position in Weis Markets in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Weis Markets position peaked at $56.9K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Weis Markets as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.