Salomon & Ludwin
WINA icon

Salomon & Ludwin’s Winmark WINA Stock Holding History

Salomon & Ludwin’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.8K Sell
26
-4
-13% -$1.37K ﹤0.01% 1390
2026
Q2 		$12.6K Sell
30
-16
-35% -$6.26K ﹤0.01% 1476
2026
Q1 		$19.8K Buy
+46
New +$20.3K ﹤0.01% 1090

Other funds holding WINA

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Salomon & Ludwin's WINA Position: Q3 2026 in Review

Salomon & Ludwin reduced its Winmark (WINA) stake by 13% in Q3 2026, selling an estimated $1.37K and leaving 26 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Salomon & Ludwin first reported a position in WINA in Q1 2026 and has held it in 3 quarters since. The position peaked at $19.8K in Q1 2026. 104 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

  • Salomon & Ludwin held 26 shares of Winmark worth $7.8K as of Q3 2026.
  • Salomon & Ludwin sold 4 Winmark shares in Q3 2026, an estimated $1.37K.
  • Winmark made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1390 holding.
  • Salomon & Ludwin first reported a position in Winmark in Q1 2026 and has held it in 3 quarters since.
  • Salomon & Ludwin's Winmark position peaked at $19.8K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.