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Allen Mooney & Barnes Investment Advisors’s Weyerhaeuser WY Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$13.8M Sell
575,908
-19,934
-3% -$484K 2.1% 18
2026
Q1 		$14.6M Buy
595,842
+579,572
+3,562% +$14.6M 2.09% 18
2025
Q4 		$385K Buy
+16,270
New +$376K 0.06% 116

Other funds holding WY

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Allen Mooney & Barnes Investment Advisors's WY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Weyerhaeuser (WY) stake by 3.3% in Q2 2026, selling an estimated $484K and leaving 575,908 shares worth $13.8M. The position accounts for 2.1% of the portfolio, ranked #18.

Allen Mooney & Barnes Investment Advisors first reported a position in WY in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6M in Q1 2026. 345 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 575,908 shares of Weyerhaeuser worth $13.8M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 19,934 Weyerhaeuser shares in Q2 2026, an estimated $484K.
  • Weyerhaeuser made up 2.1% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Weyerhaeuser in Q4 2025 and has held it in 3 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Weyerhaeuser position peaked at $14.6M in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.