Albion Financial Group’s Weyerhaeuser WY Stock Holding History

Albion Financial Group’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 Q2	–	Sell	-166	Closed	-$4.86K	–	622
2025 Q1	$4.86K	Buy	166 +130	+361%	+$3.87K	﹤0.01%	421
2024 Q4	$1.01K	Buy	+36	New	+$1.12K	﹤0.01%	615

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Albion Financial Group's WY Position: Q2 2025 in Review

Albion Financial Group sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 166 shares — an estimated $4.86K sold.

Albion Financial Group first reported a position in WY in Q4 2024 and held it in 2 quarters. The position peaked at $4.86K in Q1 2025. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Albion Financial Group reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Albion Financial Group sold 166 Weyerhaeuser shares in Q2 2025, an estimated $4.86K.
Albion Financial Group first reported a position in Weyerhaeuser in Q4 2024 and held it in 2 quarters.
Albion Financial Group's Weyerhaeuser position peaked at $4.86K in Q1 2025.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.