Position in WMK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$667,965
+$75,966 QoQ
Shares Held
9,767
+5.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $8,762,938 across 10 Grocery Stores names. WMK ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
60,232 | $4,358,387 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
41,450 | $3,197,038 | |
| 3 | WMK |
Weis Markets Inc
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|
9,767 | $667,965 | |
| 4 | DNUT |
Krispy Kreme, Inc.
|
56,539 | $191,667 | |
| 5 | IMKTA |
Ingles Markets Inc
|
1,163 | $104,542 | |
| 6 | VLGEA |
Village Super Market Inc
|
2,099 | $88,640 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
3,287 | $84,968 | |
| 8 | ACI |
Albertsons Companies, Inc.
|
2,909 | $49,569 |
All Filings in WMK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $667,965 | 9,767 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $591,999 | 9,237 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $756,862 | 10,531 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $816,962 | 11,270 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $912,194 | 11,839 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $898,644 | 13,270 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $966,812 | 14,026 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $889,199 | 14,166 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $947,710 | 14,716 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,004,172 | 15,700 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,043,217 | 16,559 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,094,459 | 17,045 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,537,099 | 18,154 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,532,980 | 18,629 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,375,786 | 19,312 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,509,360 | 20,249 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,811,211 | 25,360 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,030,421 | 30,820 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,771,266 | 34,287 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,937,901 | 34,287 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,639,261 | 34,287 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,645,776 | 34,287 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,718,464 | 34,287 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,428,396 | 34,287 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||