MCM
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MAI Capital Management’s Weis Markets WMK Stock Holding History

MAI Capital Management’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
Q1 		$5.13K Buy
75
+42
+127% +$2.87K ﹤0.01% 3507
2025
Q4 		$2.12K Buy
33
+20
+154% +$1.33K ﹤0.01% 3402
2025
Q3 		$935 Hold
13
– – ﹤0.01% 3517
2025
Q2 		$943 Hold
13
– – ﹤0.01% 3636
2025
Q1 		$1K Hold
13
– – ﹤0.01% 3131
2024
Q4 		$881 Buy
+13
New +$895 ﹤0.01% 3220

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAI Capital Management's WMK Position: Q1 2026 in Review

MAI Capital Management increased its Weis Markets (WMK) stake by 127% in Q1 2026, buying an estimated $2.87K and bringing the position to 75 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

MAI Capital Management first reported a position in WMK in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • MAI Capital Management held 75 shares of Weis Markets worth $5.13K as of Q1 2026.
  • MAI Capital Management bought 42 Weis Markets shares in Q1 2026, an estimated $2.87K.
  • Weis Markets made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3507 holding.
  • MAI Capital Management first reported a position in Weis Markets in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.