Tower Wealth Partners’s Weis Markets WMK Stock Holding History

Tower Wealth Partners’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 Q4	–	Sell	-3,483	Closed	-$250K	–	95
2025 Q3	$250K	Sell	3,483 -151	-4%	-$11K	0.14%	76
2025 Q2	$263K	Sell	3,634 -135	-4%	-$10.6K	0.16%	67
2025 Q1	$290K	Hold	3,769	–	–	0.16%	59
2024 Q4	$255K	Hold	3,769	–	–	0.13%	59
2024 Q3	$260K	Hold	3,769	–	–	0.15%	56
2024 Q2	$237K	Hold	3,769	–	–	0.15%	58
2024 Q1	$243K	Sell	3,769 -1,234	-25%	-$77.1K	0.16%	51
2023 Q4	$320K	Hold	5,003	–	–	0.23%	46
2023 Q3	$315K	Hold	5,003	–	–	0.26%	42
2023 Q2	$321K	Hold	5,003	–	–	0.26%	41
2023 Q1	$424K	Hold	5,003	–	–	0.35%	33
2022 Q4	$412K	Hold	5,003	–	–	0.36%	32
2022 Q3	$469K	Hold	5,003	–	–	0.45%	30
2022 Q2	$373K	Hold	5,003	–	–	0.5%	32
2022 Q1	$357K	Hold	5,003	–	–	0.39%	34
2021 Q4	$330K	Hold	5,003	–	–	0.33%	37
2021 Q3	$263K	Hold	5,003	–	–	0.28%	40
2021 Q2	$258K	Hold	5,003	–	–	0.28%	40
2021 Q1	$283K	Hold	5,003	–	–	0.36%	42
2020 Q4	$239K	Buy	+5,003	New	+$240K	0.27%	38

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Tower Wealth Partners's WMK Position: Q4 2025 in Review

Tower Wealth Partners sold out of Weis Markets (WMK) in Q4 2025, closing a stake of 3,483 shares — an estimated $250K sold.

Tower Wealth Partners first reported a position in WMK in Q4 2020 and held it in 20 quarters. The position peaked at $469K in Q3 2022. 168 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

Tower Wealth Partners reported no remaining Weis Markets position as of Q4 2025 after selling out during the quarter.
Tower Wealth Partners sold 3,483 Weis Markets shares in Q4 2025, an estimated $250K.
Tower Wealth Partners first reported a position in Weis Markets in Q4 2020 and held it in 20 quarters.
Tower Wealth Partners's Weis Markets position peaked at $469K in Q3 2022.
168 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

Based on Tower Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.