WB

WesMark Balanced Fund | WMBLX

Mutual Fund
WESMARK FUNDS
Last update 2026-03-02 43 Stocks (4 new)
Value $59.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(8.47%)MSFT(5.23%)JPM(4.79%)CVX(4.50%)CAT(4.35%)
Summary Stock Picks Current Portfolio News
WesMark Balanced Fund Top Holdings of 2025-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
18,261
4,964.4
0%
8.470
0%
0.000
+22.97%
+22.72%
4,891,183.3
Hardware
MSFT
Microsoft Corp
6,340
3,066.2
0%
5.230
0%
0.000
-9.91%
-20.72%
2,835,433.5
Software
JPM
JPMorgan Chase & Co
8,709
2,806.2
0%
4.790
0%
0.000
+15.09%
+11.17%
938,902.8
Banks
CVX
Chevron Corp
17,313
2,638.7
0%
4.500
0%
0.000
+6.14%
+30.24%
387,943.3
Oil & Gas
CAT
Caterpillar Inc
4,455
2,552.1
0%
4.350
0%
0.000
+7.17%
+56.08%
409,341.9
Farm & Heavy Construction Machinery
ABBV
AbbVie Inc
10,150
2,319.2
0%
3.950
0%
0.000
+31.45%
+16.19%
458,235.4
Drug Manufacturers
META
Meta Platforms Inc
3,470
2,290.5
0%
3.910
0%
0.000
-11.75%
-9.67%
1,510,844.2
Interactive Media
CSCO
Cisco Systems Inc
28,500
2,195.4
0%
3.740
0%
0.000
+28.75%
+50.38%
449,993.6
Hardware
WMT
Walmart Inc
18,987
2,115.3
0%
3.610
0%
0.000
-15.58%
-1.35%
871,170.9
Retail - Defensive
GS
The Goldman Sachs Group Inc
2,350
2,065.7
-38.24%
3.520
-1.89%
0.000
+15.00%
+21.90%
313,070.7
Capital Markets

WesMark Balanced Fund's Historical Top Holdings Breakdowns

WesMark Balanced Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GS
The Goldman Sachs Group Inc
2025-12-31
Reduce
Reduce
-1.89%
●
744.6 ($816.44) 911.03
$1,061.23
29.98%
Reduce -38.24%
2,350
-1,455
MCD
McDonald's Corp
2025-12-31
Sold Out
Sold Out
-1.73%
●
293.81 ($306.37) 319.65
$264.76
-13.58%
Sold Out
0
-3,487
PG
Procter & Gamble Co
2025-12-31
Sold Out
Sold Out
-1.56%
●
138.34 ($147.36) 152.54
$147.41
0.03%
Sold Out
0
-6,200
CRM
Salesforce Inc
2025-12-31
Sold Out
Sold Out
-1.51%
●
225.37 ($248.71) 266.23
$163.66
-34.20%
Sold Out
0
-3,900
ADI
Analog Devices Inc
2025-12-31
Sold Out
Sold Out
-1.38%
●
225.2 ($251.43) 283.39
$371.86
47.90%
Sold Out
0
-3,432
FCX
Freeport-McMoRan Inc
2025-12-31
New Buy
New Buy
+1.30%
●
38.65 ($43.4) 53.04
$62.60
44.24%
New holding
15,000
15,000
AMZN
Amazon.com Inc
2025-12-31
New Buy
New Buy
+1.14%
●
213.04 ($228.92) 254
$232.11
1.39%
New holding
2,900
2,900
TJX
TJX Companies Inc
2025-12-31
New Buy
New Buy
+1.10%
●
138.56 ($147.95) 157.29
$154.22
4.24%
New holding
4,200
4,200
AVGO
Broadcom Inc
2025-12-31
New Buy
New Buy
+1.00%
●
324.63 ($357.99) 412.97
$381.92
6.68%
New holding
1,700
1,700
SBUX
Starbucks Corp
2025-12-31
Sold Out
Sold Out
-0.90%
●
78.46 ($84.36) 89.42
$103.25
22.39%
Sold Out
0
-6,500

WesMark Balanced Fund Total Holding History ($B)

To

WesMark Balanced Fund's Asset Allocation

To

WesMark Balanced Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WesMark Balanced Fund's Hypothetical Growth since 2025-12-31

WesMark Balanced Fund's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

WesMark Balanced Fund's Holdings Heat Map

Size field:

WesMark Balanced Fund's Holdings Bubble Chart

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