PWMG
WMK icon

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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Management Group's WMK Position: Q1 2026 in Review

Private Wealth Management Group reduced its Weis Markets (WMK) stake by 5% in Q1 2026, selling an estimated $205 and leaving 57 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Private Wealth Management Group first reported a position in WMK in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.62K in Q1 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Private Wealth Management Group held 57 shares of Weis Markets worth $3.9K as of Q1 2026.
  • Private Wealth Management Group sold 3 Weis Markets shares in Q1 2026, an estimated $205.
  • Weis Markets made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #857 holding.
  • Private Wealth Management Group first reported a position in Weis Markets in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Weis Markets position peaked at $4.62K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.