MassMutual Private Wealth & Trust’s Weis Markets WMK Stock Holding History

MassMutual Private Wealth & Trust’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	-24	Closed	-$1.73K	–	2467
2025 Q3	$1.73K	Hold	24	–	–	﹤0.01%	2025
2025 Q2	$1.74K	Hold	24	–	–	﹤0.01%	1990
2025 Q1	$1.85K	Hold	24	–	–	﹤0.01%	1942
2024 Q4	$1.63K	Hold	24	–	–	﹤0.01%	1887
2024 Q3	$1.65K	Buy	+24	New	+$1.64K	﹤0.01%	1703
2023 Q3	–	Sell	-6	Closed	-$385	–	2061
2023 Q2	$385	Buy	6 +2	+50%	+$145	﹤0.01%	1818
2023 Q1	$339	Hold	4	–	–	﹤0.01%	1733
2022 Q4	$0	Buy	+4	New	+$338	﹤0.01%	1878
2021 Q2	–	Sell	-21	Closed	-$1K	–	1307
2021 Q1	$1K	Buy	+21	New	+$1.13K	﹤0.01%	1060

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's WMK Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Weis Markets (WMK) in Q4 2025, closing a stake of 24 shares — an estimated $1.73K sold.

MassMutual Private Wealth & Trust first reported a position in WMK in Q1 2021 and held it in 9 quarters. The position peaked at $1.85K in Q1 2025. 169 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Weis Markets position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 24 Weis Markets shares in Q4 2025, an estimated $1.73K.
MassMutual Private Wealth & Trust first reported a position in Weis Markets in Q1 2021 and held it in 9 quarters.
MassMutual Private Wealth & Trust's Weis Markets position peaked at $1.85K in Q1 2025.
169 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.