Baldwin Wealth Partners’s Weyerhaeuser WY Stock Holding History

Baldwin Wealth Partners’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	$361K	Sell	15,079 -1,264	-8%	-$30.7K	0.02%	172
2026 Q1	$399K	Sell	16,343 -6,050	-27%	-$152K	0.03%	159
2025 Q4	$530K	Sell	22,393 -322	-1%	-$7.45K	0.03%	152
2025 Q3	$563K	Sell	22,715 -1,300	-5%	-$33.2K	0.04%	147
2025 Q2	$617K	Sell	24,015 -6,384	-21%	-$167K	0.04%	133
2025 Q1	$890K	Sell	30,399 -4,771	-14%	-$142K	0.06%	105
2024 Q4	$990K	Sell	35,170 -10,430	-23%	-$325K	0.07%	106
2024 Q3	$1.54M	Sell	45,600 -2,860	-6%	-$87.9K	0.11%	100
2024 Q2	$1.38M	Sell	48,460 -10,824	-18%	-$335K	0.11%	89
2024 Q1	$2.13M	Sell	59,284 -7,912	-12%	-$268K	0.16%	80
2023 Q4	$2.34M	Sell	67,196 -30,918	-32%	-$962K	0.18%	77
2023 Q3	$3.01M	Sell	98,114 -8,989	-8%	-$296K	0.26%	73
2023 Q2	$3.59M	Sell	107,103 -1,965	-2%	-$59.2K	0.29%	72
2023 Q1	$3.29M	Sell	109,068 -866	-0.8%	-$27.3K	0.29%	72
2022 Q4	$3.41M	Buy	109,934 +105,456	+2,355%	+$3.27M	0.31%	76
2022 Q3	$128K	Hold	4,478	–	–	0.02%	212
2022 Q2	$148K	Hold	4,478	–	–	0.02%	219
2022 Q1	$170K	Hold	4,478	–	–	0.02%	223
2021 Q4	$184K	Hold	4,478	–	–	0.02%	210
2021 Q3	$159K	Sell	4,478 -1,280	-22%	-$44.8K	0.02%	221
2021 Q2	$198K	Buy	5,758 +1,280	+29%	+$47.5K	0.02%	201
2021 Q1	$159K	Hold	4,478	–	–	0.02%	211
2020 Q4	$150K	Hold	4,478	–	–	0.02%	207
2020 Q3	$128K	Sell	4,478 -20	-0.4%	-$549	0.02%	205
2020 Q2	$101K	Sell	4,498 -660	-13%	-$13.4K	0.01%	224
2020 Q1	$87K	Hold	5,158	–	–	0.02%	216
2019 Q4	$156K	Hold	5,158	–	–	0.02%	197
2019 Q3	$143K	Hold	5,158	–	–	0.02%	196
2019 Q2	$136K	Hold	5,158	–	–	0.02%	220
2019 Q1	$136K	Buy	5,158 +3,300	+178%	+$83.1K	0.02%	219
2018 Q4	$41K	Hold	1,858	–	–	0.01%	309
2018 Q3	$60K	Hold	1,858	–	–	0.01%	293
2018 Q2	$68K	Hold	1,858	–	–	0.01%	281
2018 Q1	$65K	Sell	1,858 -312	-14%	-$11K	0.01%	268
2017 Q4	$77K	Sell	2,170 -58	-3%	-$2.05K	0.01%	264
2017 Q3	$76K	Sell	2,228 -680	-23%	-$22.3K	0.01%	255
2017 Q2	$97K	Hold	2,908	–	–	0.02%	242
2017 Q1	$99K	Sell	2,908 -772	-21%	-$25.1K	0.02%	237
2016 Q4	$111K	Hold	3,680	–	–	0.02%	218
2016 Q3	$118K	Hold	3,680	–	–	0.02%	214
2016 Q2	$110K	Hold	3,680	–	–	0.02%	200
2016 Q1	$114K	Buy	+3,680	New	+$98.3K	0.02%	228

Other funds holding WY

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Baldwin Wealth Partners's WY Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Weyerhaeuser (WY) stake by 7.7% in Q2 2026, selling an estimated $30.7K and leaving 15,079 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #172.

Baldwin Wealth Partners first reported a position in WY in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.59M in Q2 2023. 337 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Baldwin Wealth Partners held 15,079 shares of Weyerhaeuser worth $361K as of Q2 2026.
Baldwin Wealth Partners sold 1,264 Weyerhaeuser shares in Q2 2026, an estimated $30.7K.
Weyerhaeuser made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #172 holding.
Baldwin Wealth Partners first reported a position in Weyerhaeuser in Q1 2016 and has held it in 42 quarters since.
Baldwin Wealth Partners's Weyerhaeuser position peaked at $3.59M in Q2 2023.
337 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.