Bank of Montreal’s Weyerhaeuser WY Stock Holding History

Bank of Montreal’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
2017 Q1	–	Sell	-27,400	Closed	-$845K	–	4214
2016 Q4	$845K	Buy	+27,400	New	+$844K	﹤0.01%	1956
2014 Q3	–	Sell	-550,000	Closed	-$18.2M	–	4441
2014 Q2	$18.2M	Buy	550,000 +488,700	+797%	+$14.8M	0.02%	527
2014 Q1	$1.8M	Sell	61,300 -399,300	-87%	-$12M	﹤0.01%	1377
2013 Q4	$14.5M	Buy	+460,600	New	+$13.8M	0.02%	469

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 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 New York $59.9B AUM 27.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal's WY Position: Q1 2026 in Review

Bank of Montreal increased its Weyerhaeuser (WY) stake by 5.3% in Q1 2026, buying an estimated $1.25M and bringing the position to 992,791 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #781.

Bank of Montreal first reported a position in WY in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.7M in Q3 2016. 900 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Bank of Montreal held 992,791 shares of Weyerhaeuser worth $24.3M as of Q1 2026.
Bank of Montreal bought 49,653 Weyerhaeuser shares in Q1 2026, an estimated $1.25M.
Weyerhaeuser made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #781 holding.
Bank of Montreal first reported a position in Weyerhaeuser in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Weyerhaeuser position peaked at $55.7M in Q3 2016.
900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.