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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Private Wealth Management Group's WMK Position: Q2 2026 in Review

Private Wealth Management Group held its Weis Markets (WMK) position steady in Q2 2026 at 57 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Private Wealth Management Group first reported a position in WMK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62K in Q1 2025. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Private Wealth Management Group held 57 shares of Weis Markets worth $4.46K as of Q2 2026.
  • Private Wealth Management Group left its Weis Markets share count unchanged in Q2 2026.
  • Weis Markets made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #889 holding.
  • Private Wealth Management Group first reported a position in Weis Markets in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Weis Markets position peaked at $4.62K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.