Baugh & Associates
WY icon

Baugh & Associates’s Weyerhaeuser WY Stock Holding History

Baugh & Associates’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
Q3 		$3.69M Buy
222,873
+23,175
+12% +$541K 1.67% 29
2026
Q2 		$4.78M Sell
199,698
-29,306
-13% -$712K 2.12% 22
2026
Q1 		$5.59M Buy
229,004
+36,454
+19% +$917K 2.42% 23
2025
Q4 		$4.01M Buy
+192,550
New +$4.45M 1.97% 26

Other funds holding WY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Baugh & Associates's WY Position: Q3 2026 in Review

Baugh & Associates increased its Weyerhaeuser (WY) stake by 12% in Q3 2026, buying an estimated $541K and bringing the position to 222,873 shares worth $3.69M. The position accounts for 1.67% of the portfolio, ranked #29.

Baugh & Associates first reported a position in WY in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.59M in Q1 2026. 318 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Baugh & Associates held 222,873 shares of Weyerhaeuser worth $3.69M as of Q3 2026.
  • Baugh & Associates bought 23,175 Weyerhaeuser shares in Q3 2026, an estimated $541K.
  • Weyerhaeuser made up 1.67% of Baugh & Associates's portfolio in Q3 2026, its #29 holding.
  • Baugh & Associates first reported a position in Weyerhaeuser in Q4 2025 and has held it in 4 quarters since.
  • Baugh & Associates's Weyerhaeuser position peaked at $5.59M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Baugh & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.