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SummerHaven Investment Management’s Weis Markets WMK Stock Holding History

SummerHaven Investment Management’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 		$669K Sell
9,782
-1,562
-14% -$107K 0.41% 134
2025
Q4 		$727K Hold
11,344
– – 0.41% 155
2025
Q3 		$815K Sell
11,344
-1,216
-10% -$88.8K 0.47% 123
2025
Q2 		$910K Buy
12,560
+167
+1% +$13.1K 0.6% 65
2025
Q1 		$955K Buy
12,393
+212
+2% +$15.2K 0.67% 30
2024
Q4 		$825K Hold
12,181
– – 0.51% 90
2024
Q3 		$840K Buy
12,181
+597
+5% +$40.7K 0.51% 99
2024
Q2 		$727K Buy
11,584
+233
+2% +$14.9K 0.48% 109
2024
Q1 		$731K Buy
11,351
+151
+1% +$9.44K 0.46% 123
2023
Q4 		$716K Buy
11,200
+170
+2% +$10.8K 0.46% 130
2023
Q3 		$695K Buy
11,030
+2,050
+23% +$134K 0.51% 91
2023
Q2 		$577K Sell
8,980
-1,388
-13% -$101K 0.37% 144
2023
Q1 		$878K Buy
10,368
+202
+2% +$16.9K 0.51% 90
2022
Q4 		$837K Buy
10,166
+131
+1% +$11.1K 0.5% 88
2022
Q3 		$715K Sell
10,035
-6,485
-39% -$506K 0.49% 102
2022
Q2 		$1.23M Hold
16,520
– – 0.83% 14
2022
Q1 		$1.18M Buy
16,520
+741
+5% +$49.1K 0.67% 30
2021
Q4 		$1.04M Hold
15,779
– – 0.56% 52
2021
Q3 		$829K Buy
+15,779
New +$856K 0.49% 114

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

SummerHaven Investment Management's WMK Position: Q1 2026 in Review

SummerHaven Investment Management reduced its Weis Markets (WMK) stake by 14% in Q1 2026, selling an estimated $107K and leaving 9,782 shares worth $669K. The position accounts for 0.41% of the portfolio, ranked #134.

SummerHaven Investment Management first reported a position in WMK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2022. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • SummerHaven Investment Management held 9,782 shares of Weis Markets worth $669K as of Q1 2026.
  • SummerHaven Investment Management sold 1,562 Weis Markets shares in Q1 2026, an estimated $107K.
  • Weis Markets made up 0.41% of SummerHaven Investment Management's portfolio in Q1 2026, its #134 holding.
  • SummerHaven Investment Management first reported a position in Weis Markets in Q3 2021 and has held it in 19 quarters since.
  • SummerHaven Investment Management's Weis Markets position peaked at $1.23M in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.