WL
| |
WesMark Large Company Fund | WMKGXMutual Fund | |
| WesMark Large Company Fund | |
| Last update 2025-06-18 | 54 Stocks (9 new) |
| Value $302.00 Mil | Turnover 11 % |
WesMark Large Company Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 109,000 | 24,212.2 | 0% | 8.010 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 51,564 | 19,356.6 | 0% | 6.400 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOGL | Alphabet Inc | 103,260 | 15,968.1 | 0% | 5.280 | 0% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
AMZN | Amazon.com Inc | 74,000 | 14,079.2 | 0% | 4.660 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MA | Mastercard Inc | 21,000 | 11,510.5 | 0% | 3.810 | 0% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
NVDA | NVIDIA Corp | 99,304 | 10,762.6 | +76.37% | 3.560 | +1.54% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
META | Meta Platforms Inc | 18,500 | 10,662.7 | -19.57% | 3.530 | -0.82% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
AVGO | Broadcom Inc | 59,440 | 9,952.0 | -20.15% | 3.290 | -1.08% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 33,130 | 8,126.8 | 0% | 2.690 | 0% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
RTX | RTX Corp | 58,000 | 7,682.7 | 0% | 2.540 | 0% | 0.000 | +30.77% | +36.61% | 209,468.4 | Aerospace & Defense |
WesMark Large Company Fund's Historical Top Holdings Breakdowns
WesMark Large Company Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -1.96% | 139.81 ($162.81) 186.47 | $241.90 | 48.58% | Sold Out | 0 | -37,879 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | New Buy New Buy | +1.58% | 167.82 ($184.92) 208.28 | $199.22 | 7.73% | New holding | 28,000 | 28,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +1.54% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 76.37% | 99,304 | 43,000 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +1.33% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Add 352.27% | 19,900 | 15,500 | |
HD | The Home Depot Inc | 2025-03-31 | Sold Out Sold Out | -1.20% | 347.25 ($389.72) 424.87 | $376.35 | -3.43% | Sold Out | 0 | -9,950 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +1.14% | 69.3 ($82.59) 90.95 | $70.03 | -15.21% | Add 373.48% | 62,500 | 49,300 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -1.11% | 377.84 ($428.84) 464.11 | $372.46 | -13.15% | Sold Out | 0 | -8,036 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.08% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -20.15% | 59,440 | -15,000 | |
BAC | Bank of America Corp | 2025-03-31 | New Buy New Buy | +1.02% | 39.61 ($44.56) 47.74 | $48.14 | 8.03% | New holding | 74,000 | 74,000 | |
SNOW | Snowflake Inc | 2025-03-31 | New Buy New Buy | +0.92% | 146.16 ($169.7) 192.78 | $212.56 | 25.26% | New holding | 19,000 | 19,000 |
WesMark Large Company Fund Total Holding History ($B)
WesMark Large Company Fund's Asset Allocation
WesMark Large Company Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WesMark Large Company Fund's Hypothetical Growth since 2025-03-31
WesMark Large Company Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WesMark Large Company Fund's Holdings Heat Map
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WesMark Large Company Fund's Holdings Bubble Chart
WesMark Large Company Fund News
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