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AE Wealth Management’s Weyerhaeuser WY Stock Holding History

AE Wealth Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Buy
10,846
+1,492
+16% +$36.2K ﹤0.01% 1561
2026
Q1 		$229K Buy
+9,354
New +$235K ﹤0.01% 1535
2024
Q1 		– Sell
-72,690
Closed -$2.41M – 2015
2023
Q4 		$2.41M Sell
72,690
-72,606
-50% -$2.26M 0.01% 842
2023
Q3 		$4.45M Sell
145,296
-28,328
-16% -$932K 0.03% 575
2023
Q2 		$5.82M Buy
173,624
+82,951
+91% +$2.5M 0.04% 496
2023
Q1 		$2.73M Sell
90,673
-12,838
-12% -$405K 0.02% 689
2022
Q4 		$3.21M Buy
103,511
+29,087
+39% +$901K 0.02% 599
2022
Q3 		$2.13M Sell
74,424
-15,118
-17% -$515K 0.02% 682
2022
Q2 		$2.97M Buy
89,542
+23,285
+35% +$888K 0.02% 540
2022
Q1 		$2.51M Sell
66,257
-9,511
-13% -$377K 0.02% 639
2021
Q4 		$3.12M Buy
75,768
+1,648
+2% +$62.6K 0.02% 554
2021
Q3 		$2.64M Sell
74,120
-18,646
-20% -$653K 0.02% 557
2021
Q2 		$3.19M Buy
92,766
+2,705
+3% +$100K 0.03% 489
2021
Q1 		$3.21M Buy
90,061
+12,861
+17% +$438K 0.03% 431
2020
Q4 		$2.59M Buy
77,200
+872
+1% +$26.2K 0.03% 427
2020
Q3 		$2.18M Sell
76,328
-55,350
-42% -$1.52M 0.03% 401
2020
Q2 		$2.96M Buy
131,678
+32,343
+33% +$654K 0.05% 311
2020
Q1 		$1.68M Buy
99,335
+31,361
+46% +$825K 0.04% 346
2019
Q4 		$2.05M Buy
67,974
+13,187
+24% +$383K 0.04% 337
2019
Q3 		$1.52M Sell
54,787
-421
-0.8% -$11K 0.04% 336
2019
Q2 		$1.45M Buy
55,208
+42,155
+323% +$1.07M 0.04% 308
2019
Q1 		$344K Buy
13,053
+988
+8% +$24.9K 0.02% 427
2018
Q4 		$264K Sell
12,065
-2,998
-20% -$79.8K 0.05% 374
2018
Q3 		$486K Buy
15,063
+5,096
+51% +$177K 0.03% 330
2018
Q2 		$363K Buy
9,967
+203
+2% +$7.42K 0.02% 304
2018
Q1 		$342K Buy
+9,764
New +$345K 0.03% 305

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AE Wealth Management's WY Position: Q2 2026 in Review

AE Wealth Management increased its Weyerhaeuser (WY) stake by 16% in Q2 2026, buying an estimated $36.2K and bringing the position to 10,846 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

AE Wealth Management first reported a position in WY in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.82M in Q2 2023. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • AE Wealth Management held 10,846 shares of Weyerhaeuser worth $260K as of Q2 2026.
  • AE Wealth Management bought 1,492 Weyerhaeuser shares in Q2 2026, an estimated $36.2K.
  • Weyerhaeuser made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1561 holding.
  • AE Wealth Management first reported a position in Weyerhaeuser in Q1 2018 and has held it in 26 quarters since.
  • AE Wealth Management's Weyerhaeuser position peaked at $5.82M in Q2 2023.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.