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Aegis Wealth Management (Maryland)’s Weyerhaeuser WY Stock Holding History

Aegis Wealth Management (Maryland)’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
2025
Q3 		– Sell
-10,800
Closed -$316K – 134
2025
Q2 		$316K Hold
10,800
– – 0.19% 87
2025
Q1 		$316K Buy
+10,800
New +$321K 0.19% 91

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s WY Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 10,800 shares — an estimated $316K sold.

Aegis Wealth Management (Maryland) first reported a position in WY in Q1 2025 and held it in 2 quarters. The position peaked at $316K in Q2 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Aegis Wealth Management (Maryland) reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 10,800 Weyerhaeuser shares in Q3 2025, an estimated $316K.
  • Aegis Wealth Management (Maryland) first reported a position in Weyerhaeuser in Q1 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Maryland)'s Weyerhaeuser position peaked at $316K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.