SageView Advisory Group’s Weis Markets WMK Stock Holding History

SageView Advisory 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	$222K	Sell	2,837 -212	-7%	-$15.6K	0.01%	582
2026 Q1	$209K	Sell	3,049 -4	-0.1%	-$274	0.01%	564
2025 Q4	$196K	Sell	3,053 -26	-0.8%	-$1.74K	0.01%	614
2025 Q3	$221K	Sell	3,079 -20	-0.6%	-$1.46K	0.01%	602
2025 Q2	$228K	Buy	3,099 +12	+0.4%	+$939	0.01%	567
2025 Q1	$238K	Buy	3,087 +68	+2%	+$4.89K	0.01%	537
2024 Q4	$204K	Hold	3,019	–	–	0.01%	570
2024 Q3	$208K	Buy	+3,019	New	+$206K	0.01%	488
2023 Q2	–	Sell	-2,844	Closed	-$241K	–	554
2023 Q1	$241K	Buy	2,844 +52	+2%	+$4.36K	0.02%	424
2022 Q4	$230K	Buy	+2,792	New	+$236K	0.02%	379

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SageView Advisory Group's WMK Position: Q2 2026 in Review

SageView Advisory Group reduced its Weis Markets (WMK) stake by 7% in Q2 2026, selling an estimated $15.6K and leaving 2,837 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #582.

SageView Advisory Group first reported a position in WMK in Q4 2022 and has held it in 10 quarters since. The position peaked at $241K in Q1 2023. 200 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

SageView Advisory Group held 2,837 shares of Weis Markets worth $222K as of Q2 2026.
SageView Advisory Group sold 212 Weis Markets shares in Q2 2026, an estimated $15.6K.
Weis Markets made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #582 holding.
SageView Advisory Group first reported a position in Weis Markets in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Weis Markets position peaked at $241K in Q1 2023.
200 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.