Position in WMK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,083
+$1,150 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 199 holders
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 Jun 30, 2026Key Financial Inc holds $49,619 across 2 Grocery Stores names. WMK ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
730 | $40,536 | |
| 2 | WMK |
Weis Markets Inc
This page
|
116 | $9,083 |
All Filings in WMK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,083 | 116 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,933 | 116 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,434 | 116 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,336 | 116 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,408 | 116 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,937 | 116 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,855 | 116 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,995 | 116 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,281 | 116 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,470 | 116 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,419 | 116 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,308 | 116 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,448 | 116 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,540 | 30 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,468 | 30 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,137 | 30 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,236 | 30 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,142 | 30 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,976 | 30 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,576 | 30 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,549 | 30 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,695 | 30 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,434 | 30 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $1,249 | 30 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||