WMBLX
WesMark Balanced Fund
1W: -1.1%
1M: -2.2%
3M: -2.3%
YTD: +6.3%
1Y: +2.8%
3Y: +29.2%
5Y: +23.4%
$14.38
+0.06 (+0.42%)
Weekly Expected Move ±1.0%
$14
$14
$14
$14
$15
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
45 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | DE | DE | New | — | 1599 shares |
| 2026-02-28 | LOW | LOW | New | — | 7773 shares |
| 2026-02-28 | CVX | CVX | New | — | 17313 shares |
| 2026-02-28 | MRK | MRK | New | — | 17956 shares |
| 2026-02-28 | CSCO | CSCO | New | — | 28500 shares |
| 2026-02-28 | ETN | ETN | New | — | 2100 shares |
| 2026-02-28 | AMT | AMT | New | — | 2600 shares |
| 2026-02-28 | PEP | PEP | New | — | 10486 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 6340 shares |
| 2026-02-28 | CMCSA | CMCSA | New | — | 33000 shares |
| 2026-02-28 | LHX | LHX | New | — | 2800 shares |
| 2026-02-28 | ADI | ADI | New | — | 3432 shares |
| 2026-02-28 | TXN | TXN | New | — | 7000 shares |
| 2026-02-28 | D | D | New | — | 14099 shares |
| 2026-02-28 | CUBE | CUBE | New | — | 11408 shares |
| 2026-02-28 | ABBV | ABBV | New | — | 10150 shares |
| 2026-02-28 | NVO | NVO | New | — | 8200 shares |
| 2026-02-28 | IBM | IBM | New | — | 4400 shares |
| 2026-02-28 | LLY | LLY | New | — | 2321 shares |
| 2026-02-28 | UNH.BA | UNH.BA | New | — | 1400 shares |
| 2026-02-28 | EOG | EOG | New | — | 7299 shares |
| 2026-02-28 | JPM | JPM | New | — | 8709 shares |
| 2026-02-28 | SBUX | SBUX | New | — | 6500 shares |
| 2026-02-28 | NKE.DE | NKE.DE | New | — | 7500 shares |
| 2026-02-28 | GOOGL.SW | GOOGL.SW | New | — | 6500 shares |
| 2026-02-28 | VLO | VLO | New | — | 5117 shares |
| 2026-02-28 | CRM.NE | CRM.NE | New | — | 3900 shares |
| 2026-02-28 | META | META | New | — | 3470 shares |
| 2026-02-28 | DUK | DUK | New | — | 9886 shares |
| 2026-02-28 | CAT | CAT | New | — | 4455 shares |
| 2026-02-28 | PNC | PNC | New | — | 8000 shares |
| 2026-02-28 | TPG | TPG | New | — | 11000 shares |
| 2026-02-28 | ORCL | ORCL | New | — | 2500 shares |
| 2026-02-28 | WMT | WMT | New | — | 18987 shares |
| 2026-02-28 | USB | USB | New | — | 26809 shares |
| 2026-02-28 | DKS | DKS | New | — | 4314 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 18261 shares |
| 2026-02-28 | PG | PG | New | — | 6200 shares |
| 2026-02-28 | MCD | MCD | New | — | 3487 shares |
| 2026-02-28 | CARR | CARR | New | — | 10500 shares |
| 2026-02-28 | BAC | BAC | New | — | 14000 shares |
| 2026-02-28 | GS | GS | New | — | 3805 shares |
| 2026-02-28 | TGT | TGT | New | — | 12954 shares |
| 2026-02-28 | DLR | DLR | New | — | 4400 shares |
| 2026-02-28 | DIS | DIS | New | — | 5300 shares |