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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
2026
Q2 		$479K Buy
+20,000
New +$486K 0.23% 86
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

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 $3.38T AUM 44.17% 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

Aegis Wealth Management (Maryland)'s WY Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Weyerhaeuser (WY) in Q2 2026: 20,000 shares worth $479K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings. This is a return to the name: Aegis Wealth Management (Maryland) previously reported a position in WY as recently as Q2 2025.

Aegis Wealth Management (Maryland) first reported a position in WY in Q1 2025 and has held it in 3 quarters since. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 20,000 shares of Weyerhaeuser worth $479K as of Q2 2026.
  • Weyerhaeuser was a new Aegis Wealth Management (Maryland) position in Q2 2026.
  • Weyerhaeuser made up 0.23% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #86 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Weyerhaeuser in Q1 2025 and has held it in 3 quarters since.
  • 908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.