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Beacon Investment Advisors’s Weyerhaeuser WY Stock Holding History

Beacon Investment Advisors’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 		$305K Sell
12,742
-360
-3% -$8.74K 0.1% 153
2026
Q1 		$320K Sell
13,102
-2,091
-14% -$52.6K 0.12% 141
2025
Q4 		$360K Sell
15,193
-3,694
-20% -$85.4K 0.14% 126
2025
Q3 		$468K Buy
18,887
+64
+0.3% +$1.64K 0.19% 107
2025
Q2 		$487K Buy
18,823
+51
+0.3% +$1.33K 0.21% 104
2025
Q1 		$550K Buy
18,772
+55
+0.3% +$1.64K 0.26% 94
2024
Q4 		$527K Sell
18,717
-901
-5% -$28.1K 0.25% 96
2024
Q3 		$664K Buy
19,618
+54
+0.3% +$1.66K 0.31% 83
2024
Q2 		$555K Buy
19,564
+55
+0.3% +$1.7K 0.28% 89
2024
Q1 		$701K Sell
19,509
-279
-1% -$9.44K 0.4% 70
2023
Q4 		$688K Sell
19,788
-153
-0.8% -$4.76K 0.44% 65
2023
Q3 		$611K Sell
19,941
-127
-0.6% -$4.18K 0.43% 64
2023
Q2 		$672K Sell
20,068
-275
-1% -$8.28K 0.46% 62
2023
Q1 		$613K Buy
20,343
+242
+1% +$7.63K 0.45% 66
2022
Q4 		$623K Buy
+20,101
New +$623K 0.52% 61

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Beacon Investment Advisors's WY Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Weyerhaeuser (WY) stake by 2.7% in Q2 2026, selling an estimated $8.74K and leaving 12,742 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #153.

Beacon Investment Advisors first reported a position in WY in Q4 2022 and has held it in 15 quarters since. The position peaked at $701K in Q1 2024. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Beacon Investment Advisors held 12,742 shares of Weyerhaeuser worth $305K as of Q2 2026.
  • Beacon Investment Advisors sold 360 Weyerhaeuser shares in Q2 2026, an estimated $8.74K.
  • Weyerhaeuser made up 0.1% of Beacon Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Beacon Investment Advisors first reported a position in Weyerhaeuser in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Weyerhaeuser position peaked at $701K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.