Twin Peaks Wealth Advisors’s Weis Markets WMK Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-2	Closed	-$145	–	2146
2025 Q2	$145	Buy	+2	New	+$157	﹤0.01%	2068

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Twin Peaks Wealth Advisors's WMK Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Weis Markets (WMK) in Q3 2025, closing a stake of 2 shares — an estimated $145 sold.

Twin Peaks Wealth Advisors first reported a position in WMK in Q2 2025 and held it in 1 quarter. The position peaked at $145 in Q2 2025. 182 funds tracked by Wall St. Rank hold WMK as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Weis Markets position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 Weis Markets shares in Q3 2025, an estimated $145.
Twin Peaks Wealth Advisors first reported a position in Weis Markets in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Weis Markets position peaked at $145 in Q2 2025.
182 funds tracked by Wall St. Rank held Weis Markets as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.