WesMark Balanced Fund is a registered fund series of WesMark Funds (series S000005477). Net assets $98.1M as of 2026-03-31.
Showing 15 of 127 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Apple Inc. | — | $4.6M | 472.52% |
| Money Market Obligations Trust | — | $3.0M | 310.41% |
| Microsoft Corp. | — | $2.8M | 280.80% |
| Chevron Corp. | — | $2.7M | 277.68% |
| Caterpillar Inc | — | $2.6M | 263.65% |
| JPMorgan Chase & Co. | — | $2.6M | 261.20% |
| Alphabet Inc. | — | $2.4M | 243.35% |
| Cisco Systems, Inc. | — | $2.2M | 225.46% |
| AbbVie Inc. | — | $2.2M | 225.08% |
| Merck & Co., Inc | — | $2.2M | 220.22% |
| Walmart Inc | — | $2.0M | 208.91% |
| Federal Home Loan Banks | — | $2.0M | 203.82% |
| Goldman Sachs Group, Inc. | — | $2.0M | 202.70% |
| Meta Platforms Inc | — | $2.0M | 202.42% |
| Lowes Companies, Inc. | — | $1.8M | 187.26% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $98.1M |
| 2025-12-31 | $98.9M |
| 2025-09-30 | $99.1M |
| 2025-06-30 | $95.5M |
| 2025-03-31 | $94.7M |
| 2024-12-31 | $96.7M |
| 2024-09-30 | $101.6M |
| 2024-06-30 | $98.1M |