PWMG
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Private Wealth Management Group’s Weis Markets WMK Stock Holding History

Private Wealth Management Group’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 		$4.09K Sell
56
-1
-2% -$74 ﹤0.01% 958
2026
Q2 		$4.46K Hold
57
– – ﹤0.01% 889
2026
Q1 		$3.9K Sell
57
-3
-5% -$205 ﹤0.01% 857
2025
Q4 		$3.85K Hold
60
– – ﹤0.01% 878
2025
Q3 		$4.31K Hold
60
– – ﹤0.01% 848
2025
Q2 		$4.35K Hold
60
– – ﹤0.01% 818
2025
Q1 		$4.62K Hold
60
– – ﹤0.01% 770
2024
Q4 		$4.06K Hold
60
– – ﹤0.01% 825
2024
Q3 		$4.14K Hold
60
– – ﹤0.01% 803
2024
Q2 		$3.77K Buy
60
+31
+107% +$1.98K ﹤0.01% 823
2024
Q1 		$1.87K Buy
29
+19
+190% +$1.19K ﹤0.01% 1004
2023
Q4 		$640 Buy
+10
New +$636 ﹤0.01% 1406

Other funds holding WMK

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Wealth Management Group's WMK Position: Q3 2026 in Review

Private Wealth Management Group reduced its Weis Markets (WMK) stake by 1.8% in Q3 2026, selling an estimated $74 and leaving 56 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Private Wealth Management Group first reported a position in WMK in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.62K in Q1 2025. 21 funds tracked by Wall St. Rank hold WMK as of Q3 2026.

  • Private Wealth Management Group held 56 shares of Weis Markets worth $4.09K as of Q3 2026.
  • Private Wealth Management Group sold 1 Weis Markets share in Q3 2026, an estimated $74.
  • Weis Markets made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #958 holding.
  • Private Wealth Management Group first reported a position in Weis Markets in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Weis Markets position peaked at $4.62K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.