Position in WMK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,331
+$883 QoQ
Shares Held
17
+142.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 199 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Cornerstone Financial Management LLC holds $23,131 across 7 Grocery Stores names. WMK ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
263 | $14,604 | |
| 2 | VLGEA |
Village Super Market Inc
|
56 | $2,362 | |
| 3 | IMKTA |
Ingles Markets Inc
|
21 | $1,860 | |
| 4 | WMK |
Weis Markets Inc
This page
|
17 | $1,331 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
90 | $1,217 | |
| 6 | SFM |
Sprouts Farmers Market, Inc.
|
13 | $1,099 | |
| 7 | GO |
Grocery Outlet Holding Corp.
|
66 | $658 |
All Filings in WMK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331 | 17 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $448 | 7 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||