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Badgley Phelps Wealth Managers’s Weyerhaeuser WY Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$316K Sell
12,947
-464
-3% -$11.7K 0.01% 278
2025
Q4 		$318K Sell
13,411
-328
-2% -$7.59K 0.01% 276
2025
Q3 		$341K Sell
13,739
-2,482
-15% -$63.5K 0.01% 255
2025
Q2 		$417K Buy
16,221
+531
+3% +$13.9K 0.01% 227
2025
Q1 		$459K Sell
15,690
-1,148
-7% -$34.2K 0.01% 218
2024
Q4 		$474K Buy
16,838
+296
+2% +$9.24K 0.01% 215
2024
Q3 		$560K Buy
16,542
+430
+3% +$13.2K 0.01% 201
2024
Q2 		$457K Sell
16,112
-250
-2% -$7.73K 0.01% 202
2024
Q1 		$588K Sell
16,362
-363
-2% -$12.3K 0.01% 188
2023
Q4 		$582K Buy
+16,725
New +$520K 0.02% 185

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Badgley Phelps Wealth Managers's WY Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Weyerhaeuser (WY) stake by 3.5% in Q1 2026, selling an estimated $11.7K and leaving 12,947 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #278.

Badgley Phelps Wealth Managers first reported a position in WY in Q4 2023 and has held it in 10 quarters since. The position peaked at $588K in Q1 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Badgley Phelps Wealth Managers held 12,947 shares of Weyerhaeuser worth $316K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 464 Weyerhaeuser shares in Q1 2026, an estimated $11.7K.
  • Weyerhaeuser made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #278 holding.
  • Badgley Phelps Wealth Managers first reported a position in Weyerhaeuser in Q4 2023 and has held it in 10 quarters since.
  • Badgley Phelps Wealth Managers's Weyerhaeuser position peaked at $588K in Q1 2024.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.