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 Q3	$2.04K	Sell	28 -6	-18%	-$445	﹤0.01%	1562
2026 Q2	$2.66K	Buy	34 +19	+127%	+$1.39K	﹤0.01%	1377
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 $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Physician Wealth Advisors's WMK Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Weis Markets (WMK) stake by 18% in Q3 2026, selling an estimated $445 and leaving 28 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Physician Wealth Advisors first reported a position in WMK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.66K in Q2 2026. 79 funds tracked by Wall St. Rank hold WMK as of Q3 2026.

Physician Wealth Advisors held 28 shares of Weis Markets worth $2.04K as of Q3 2026.
Physician Wealth Advisors sold 6 Weis Markets shares in Q3 2026, an estimated $445.
Weis Markets made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1562 holding.
Physician Wealth Advisors first reported a position in Weis Markets in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Weis Markets position peaked at $2.66K in Q2 2026.
79 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.