WL

WesMark Large Company Fund | WMKGX

Mutual Fund
WesMark Large Company Fund
Last update 2025-02-24 53 Stocks (0 new)
Value $321.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(8.50%)MSFT(6.76%)GOOGL(6.08%)AVGO(5.37%)AMZN(5.05%)
Summary Stock Picks Current Portfolio
WesMark Large Company Fund Top Holdings of 2024-12-31 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
109,000
27,295.8
-10.67%
8.500
-0.88%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
MSFT 		Microsoft Corp
51,564
21,734.2
0%
6.760
0%
0.000
+11.65%
+8.19%
3,376,381.7
Software
GOOGL 		Alphabet Inc
103,260
19,547.1
0%
6.080
0%
0.000
-10.18%
-12.11%
2,023,443.5
Interactive Media
AVGO 		Broadcom Inc
74,440
17,258.2
-17.87%
5.370
-0.81%
0.000
-1.60%
-1.09%
1,074,912.5
Semiconductors
AMZN 		Amazon.com Inc
74,000
16,234.9
-24.64%
5.050
-1.31%
0.000
-10.10%
-6.29%
2,182,615.9
Retail - Cyclical
META 		Meta Platforms Inc
23,000
13,466.7
0%
4.190
0%
0.000
-13.00%
+9.46%
1,610,024.3
Interactive Media
MA 		Mastercard Inc
21,000
11,058.0
-12.07%
3.440
-0.41%
0.000
+3.44%
+11.11%
529,666.2
Credit Services
CRM 		Salesforce Inc
28,090
9,391.3
0%
2.920
0%
0.000
-10.70%
-12.78%
279,350.7
Software
JPM 		JPMorgan Chase & Co
33,130
7,941.6
0%
2.470
0%
0.000
-2.67%
+12.89%
743,574.5
Banks
NVDA 		NVIDIA Corp
56,304
7,561.1
0%
2.350
0%
0.000
-2.48%
+0.84%
3,302,075.2
Semiconductors

WesMark Large Company Fund's Historical Top Holdings Breakdowns

WesMark Large Company 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
ABT 		Abbott Laboratories2024-12-31Sold Out
-1.85%
●
111.93 ($115.59) 119.39
$134.80
16.62%
Sold Out
0
-56,204
AMZN 		Amazon.com Inc2024-12-31Reduce
-1.31%
●
180.8 ($204.89) 232.93
$205.59
0.34%
Reduce -24.64%
74,000
-24,196
J 		Jacobs Solutions Inc2024-12-31Sold Out
-1.13%
●
132.5 ($139.12) 149.25
$129.17
-7.15%
Sold Out
0
-29,946
AAPL 		Apple Inc2024-12-31Reduce
-0.88%
●
221.69 ($235.83) 259.02
$211.26
-10.42%
Reduce -10.67%
109,000
-13,021
AVGO 		Broadcom Inc2024-12-31Reduce
-0.81%
●
159.67 ($185.23) 250
$228.61
23.42%
Reduce -17.87%
74,440
-16,200
PYPL 		PayPal Holdings Inc2024-12-31Sold Out
-0.71%
●
77.25 ($84.18) 91.3
$72.18
-14.26%
Sold Out
0
-31,251
DVN 		Devon Energy Corp2024-12-31Sold Out
-0.69%
●
30.52 ($37.63) 42.96
$33.26
-11.61%
Sold Out
0
-60,843
VRSK 		Verisk Analytics Inc2024-12-31Sold Out
-0.52%
●
262.86 ($278.44) 294.75
$309.57
11.18%
Sold Out
0
-6,747
ONON 		On Holding AG2024-12-31Reduce
-0.50%
●
46.3 ($53.03) 59.54
$59.90
12.95%
Reduce -33.31%
68,882
-34,400
FSLR 		First Solar Inc2024-12-31Sold Out
-0.49%
●
175.88 ($198.4) 235.12
$178.46
-10.05%
Sold Out
0
-6,800

WesMark Large Company Fund Total Holding History ($B)

To

WesMark Large Company Fund's Asset Allocation

To

WesMark Large Company Fund Past Portfolios

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

Top Ranked Articles

  • 1

WesMark Large Company Fund's Hypothetical Growth since 2024-12-31

WesMark Large Company Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WesMark Large Company Fund's Holdings Heat Map

Size field:

WesMark Large Company Fund's Holdings Bubble Chart

WesMark Large Company Fund News

  • 1

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