Athena Investment Management’s Weyerhaeuser WY Stock Holding History

Athena Investment 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
2025 Q3	–	Sell	-7,825	Closed	-$201K	–	159
2025 Q2	$201K	Hold	7,825	–	–	0.11%	152
2025 Q1	$229K	Sell	7,825 -200	-2%	-$5.95K	0.14%	133
2024 Q4	$226K	Sell	8,025 -109	-1%	-$3.4K	0.13%	142
2024 Q3	$275K	Sell	8,134 -125	-2%	-$3.84K	0.16%	129
2024 Q2	$234K	Sell	8,259 -100	-1%	-$3.09K	0.14%	131
2024 Q1	$300K	Sell	8,359 -36	-0.4%	-$1.22K	0.18%	117
2023 Q4	$292K	Sell	8,395 -130	-2%	-$4.04K	0.19%	112
2023 Q3	$261K	Hold	8,525	–	–	0.19%	113
2023 Q2	$286K	Hold	8,525	–	–	0.2%	112
2023 Q1	$257K	Sell	8,525 -75	-0.9%	-$2.36K	0.18%	117
2022 Q4	$267K	Hold	8,600	–	–	0.2%	116
2022 Q3	$246K	Sell	8,600 -500	-5%	-$17K	0.21%	112
2022 Q2	$301K	Buy	+9,100	New	+$347K	0.24%	101

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Athena Investment Management's WY Position: Q3 2025 in Review

Athena Investment Management sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 7,825 shares — an estimated $201K sold.

Athena Investment Management first reported a position in WY in Q2 2022 and held it in 13 quarters. The position peaked at $301K in Q2 2022. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Athena Investment Management reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Athena Investment Management sold 7,825 Weyerhaeuser shares in Q3 2025, an estimated $201K.
Athena Investment Management first reported a position in Weyerhaeuser in Q2 2022 and held it in 13 quarters.
Athena Investment Management's Weyerhaeuser position peaked at $301K in Q2 2022.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Athena Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.