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Principal Securities’s Weis Markets WMK Stock Holding History

Principal Securities’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
-5
Closed -$359 – 3496
2025
Q3 		$359 Hold
5
– – ﹤0.01% 3586
2025
Q2 		$362 Sell
5
-4
-44% -$313 ﹤0.01% 3533
2025
Q1 		$609 Hold
9
– – ﹤0.01% 3314
2024
Q4 		$609 Hold
9
– – ﹤0.01% 3308
2024
Q3 		$620 Hold
9
– – ﹤0.01% 3241
2024
Q2 		$565 Buy
+9
New +$575 ﹤0.01% 3181

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Principal Securities's WMK Position: Q4 2025 in Review

Principal Securities sold out of Weis Markets (WMK) in Q4 2025, closing a stake of 5 shares — an estimated $359 sold.

Principal Securities first reported a position in WMK in Q2 2024 and held it in 6 quarters. The position peaked at $620 in Q3 2024. 168 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

  • Principal Securities reported no remaining Weis Markets position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 5 Weis Markets shares in Q4 2025, an estimated $359.
  • Principal Securities first reported a position in Weis Markets in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Weis Markets position peaked at $620 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.