Stephens Consulting’s Weis Markets WMK Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-5	Closed	-$386	–	2017
2025 Q1	$386	Buy	+5	New	+$359	﹤0.01%	1107

Other funds holding WMK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stephens Consulting's WMK Position: Q2 2025 in Review

Stephens Consulting sold out of Weis Markets (WMK) in Q2 2025, closing a stake of 5 shares — an estimated $386 sold.

Stephens Consulting first reported a position in WMK in Q1 2025 and held it in 1 quarter. The position peaked at $386 in Q1 2025. 169 funds tracked by Wall St. Rank hold WMK as of Q2 2025.

Stephens Consulting reported no remaining Weis Markets position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Weis Markets shares in Q2 2025, an estimated $386.
Stephens Consulting first reported a position in Weis Markets in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Weis Markets position peaked at $386 in Q1 2025.
169 funds tracked by Wall St. Rank held Weis Markets as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.