Physician Wealth Advisors’s Weis Markets WMK Stock Holding History

Physician Wealth 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
2026 Q1	$1.03K	Buy	+15	New	+$1.03K	﹤0.01%	1672
2025 Q3	–	Sell	-13	Closed	-$943	–	2064
2025 Q2	$943	Buy	+13	New	+$1.02K	﹤0.01%	1471

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

Physician Wealth Advisors's WMK Position: Q1 2026 in Review

Physician Wealth Advisors opened a new position in Weis Markets (WMK) in Q1 2026: 15 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in WMK as recently as Q2 2025.

Physician Wealth Advisors first reported a position in WMK in Q2 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

Physician Wealth Advisors held 15 shares of Weis Markets worth $1.03K as of Q1 2026.
Weis Markets was a new Physician Wealth Advisors position in Q1 2026.
Weis Markets made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1672 holding.
Physician Wealth Advisors first reported a position in Weis Markets in Q2 2025 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.