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 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 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 New York $59B AUM 32.99% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

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

Beacon Investment Advisors's WY Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Weyerhaeuser (WY) stake by 14% in Q1 2026, selling an estimated $52.6K and leaving 13,102 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #141.

Beacon Investment Advisors first reported a position in WY in Q4 2022 and has held it in 14 quarters since. The position peaked at $701K in Q1 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Beacon Investment Advisors held 13,102 shares of Weyerhaeuser worth $320K as of Q1 2026.
Beacon Investment Advisors sold 2,091 Weyerhaeuser shares in Q1 2026, an estimated $52.6K.
Weyerhaeuser made up 0.12% of Beacon Investment Advisors's portfolio in Q1 2026, its #141 holding.
Beacon Investment Advisors first reported a position in Weyerhaeuser in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Weyerhaeuser position peaked at $701K in Q1 2024.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.