WMBLX holdings — WesMark Balanced Fund
WesMark Balanced Fund (WMBLX) held 130 positions with net assets of $103M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 27.5% of the fund, led by AAPL, CSCO, GOOGL.
WMBLX top holdings
- AAPL APPLE INC — 4.91% ($5.04M)
- CSCO CISCO SYSTEMS INC — 3.02% ($3.10M)
- GOOGL ALPHABET INC — 2.89% ($2.97M)
- JPM JP MORGAN CHASE & COMPANY — 2.78% ($2.85M)
- MSFT MICROSOFT CORP — 2.71% ($2.78M)
- CAT CATERPILLAR INC — 2.49% ($2.56M)
- ABBV ABBVIE INC — 2.49% ($2.55M)
- CVX CHEVRON CORP — 2.13% ($2.18M)
- TXN TEXAS INSTRUMENTS INC — 2.03% ($2.09M)
- LLY ELI LILLY & COMPANY — 2.01% ($2.06M)
- FEDERAL HOME LOAN BANKS — 1.94% ($1.99M)
- META META PLATFORMS INC — 1.91% ($1.95M)
- WMT WALMART INC — 1.82% ($1.87M)
- GOFXX FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST — 1.73% ($1.77M)
- GS GOLDMAN SACHS GROUP INC (THE) — 1.68% ($1.72M)
- LOW LOWE'S COMPANIES INC — 1.67% ($1.71M)
- USB US BANCORP — 1.58% ($1.62M)
- MRK MERCK & COMPANY INC — 1.56% ($1.60M)
- MU MICRON TECHNOLOGY INC — 1.46% ($1.50M)
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT — 1.44% ($1.48M)
- UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT — 1.43% ($1.47M)
- AMZN AMAZON.COM INC — 1.28% ($1.31M)
- PNC PNC FINANCIAL SERVICES GROUP INC (THE) — 1.25% ($1.29M)
- DUK DUKE ENERGY CORP — 1.22% ($1.25M)
- IBM INTERNATIONAL BUSINESS MACHINES CORP — 1.21% ($1.24M)
What are WMBLX's top 10 holdings?
AAPL (4.9%), CSCO (3.0%), GOOGL (2.9%), JPM (2.8%), MSFT (2.7%), CAT (2.5%), ABBV (2.5%), CVX (2.1%), TXN (2.0%), LLY (2.0%).
How many stocks are in WMBLX?
WesMark Balanced Fund reported 130 holdings as of June 30, 2026.