LPL Financial
WMK icon

LPL Financial’s Weis Markets WMK Stock Holding History

LPL Financial’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
2023
Q4 		– Sell
-5,105
Closed -$322K – 4911
2023
Q3 		$322K Buy
5,105
+756
+17% +$49.3K ﹤0.01% 3855
2023
Q2 		$279K Buy
4,349
+8
+0.2% +$582 ﹤0.01% 3906
2023
Q1 		$368K Buy
4,341
+286
+7% +$23.9K ﹤0.01% 3583
2022
Q4 		$334K Buy
+4,055
New +$342K ﹤0.01% 3572

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial's WMK Position: Q4 2023 in Review

LPL Financial sold out of Weis Markets (WMK) in Q4 2023, closing a stake of 5,105 shares — an estimated $322K sold.

LPL Financial first reported a position in WMK in Q4 2022 and held it in 4 quarters. The position peaked at $368K in Q1 2023. 161 funds tracked by Wall St. Rank hold WMK as of Q4 2023.

  • LPL Financial reported no remaining Weis Markets position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 5,105 Weis Markets shares in Q4 2023, an estimated $322K.
  • LPL Financial first reported a position in Weis Markets in Q4 2022 and held it in 4 quarters.
  • LPL Financial's Weis Markets position peaked at $368K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Weis Markets as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.