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McClarren Financial Advisors’s Weis Markets WMK Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-77
Closed -$29K – 305
2025
Q1 		$29K Buy
+77
New +$5.54K 0.02% 172
2024
Q4 		– Sell
-68
Closed -$26 – 328
2024
Q3 		$26 Buy
68
+6
+10% +$409 ﹤0.01% 157
2024
Q2 		$24K Sell
62
-319
-84% -$20.4K 0.02% 206
2024
Q1 		$25K Buy
381
+2
+0.5% +$125 0.02% 198
2023
Q4 		$24K Buy
379
+3
+0.8% +$191 0.02% 220
2023
Q3 		$23K Buy
376
+2
+0.5% +$131 0.02% 205
2023
Q2 		$24K Buy
374
+2
+0.5% +$145 0.02% 205
2023
Q1 		$31K Buy
372
+1
+0.3% +$84 0.03% 176
2022
Q4 		$30K Buy
371
+1
+0.3% +$84 0.03% 183
2022
Q3 		$26K Buy
+370
New +$28.9K 0.03% 177
2022
Q2 		– Sell
-366
Closed -$26K – 291
2022
Q1 		$26K Hold
366
– – 0.02% 164
2021
Q4 		$25K Buy
366
+3
+0.8% +$182 0.02% 182
2021
Q3 		$19K Buy
363
+2
+0.6% +$108 0.01% 168
2021
Q2 		$18K Buy
361
+2
+0.6% +$106 0.01% 189
2021
Q1 		$20K Buy
359
+2
+0.6% +$107 0.02% 158
2020
Q4 		$17K Buy
+357
New +$17.1K 0.02% 147

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

McClarren Financial Advisors's WMK Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Weis Markets (WMK) in Q2 2025, closing a stake of 77 shares — an estimated $29K sold.

McClarren Financial Advisors first reported a position in WMK in Q4 2020 and held it in 16 quarters. The position peaked at $31K in Q1 2023. 169 funds tracked by Wall St. Rank hold WMK as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Weis Markets position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 77 Weis Markets shares in Q2 2025, an estimated $29K.
  • McClarren Financial Advisors first reported a position in Weis Markets in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Weis Markets position peaked at $31K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held Weis Markets as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.