Optima Capital’s Weis Markets WMK Stock Holding History

Optima 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
2026 Q1	–	Sell	-7	Closed	-$449	–	1313
2025 Q4	$449	Buy	+7	New	+$467	﹤0.01%	1298

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optima Capital's WMK Position: Q1 2026 in Review

Optima Capital sold out of Weis Markets (WMK) in Q1 2026, closing a stake of 7 shares — an estimated $449 sold.

Optima Capital first reported a position in WMK in Q4 2025 and held it in 1 quarter. The position peaked at $449 in Q4 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Optima Capital reported no remaining Weis Markets position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7 Weis Markets shares in Q1 2026, an estimated $449.
Optima Capital first reported a position in Weis Markets in Q4 2025 and held it in 1 quarter.
Optima Capital's Weis Markets position peaked at $449 in Q4 2025.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.