BIAS
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Beacon Investment Advisory Services’s Weyerhaeuser WY Stock Holding History

Beacon Investment Advisory Services’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 		$17.2K Hold
720
– – ﹤0.01% 564
2026
Q1 		$17.6K Buy
+720
New +$18.1K ﹤0.01% 564
2024
Q3 		– Sell
-12,961
Closed -$368K – 270
2024
Q2 		$368K Sell
12,961
-139,777
-92% -$4.32M 0.02% 197
2024
Q1 		$5.48M Buy
152,738
+3,480
+2% +$118K 0.24% 82
2023
Q4 		$5.19M Sell
149,258
-6,259
-4% -$195K 0.24% 86
2023
Q3 		$4.77M Sell
155,517
-870
-0.6% -$28.6K 0.23% 82
2023
Q2 		$5.24M Buy
156,387
+4,259
+3% +$128K 0.24% 84
2023
Q1 		$4.58M Buy
152,128
+4,267
+3% +$135K 0.22% 84
2022
Q4 		$4.58M Sell
147,861
-2,448
-2% -$75.9K 0.23% 88
2022
Q3 		$4.29M Sell
150,309
-107
-0.1% -$3.64K 0.24% 82
2022
Q2 		$4.98M Buy
150,416
+6,617
+5% +$252K 0.26% 83
2022
Q1 		$5.45M Buy
143,799
+11,526
+9% +$457K 0.23% 86
2021
Q4 		$5.45M Buy
132,273
+2,399
+2% +$91.1K 0.21% 92
2021
Q3 		$4.62M Buy
129,874
+3,180
+3% +$111K 0.19% 94
2021
Q2 		$4.36M Buy
126,694
+5,650
+5% +$210K 0.18% 99
2021
Q1 		$4.31M Buy
121,044
+5,292
+5% +$180K 0.19% 96
2020
Q4 		$3.88M Buy
115,752
+589
+0.5% +$17.7K 0.18% 96
2020
Q3 		$3.28M Sell
115,163
-1,624
-1% -$44.6K 0.17% 95
2020
Q2 		$2.62M Sell
116,787
-14,894
-11% -$301K 0.15% 107
2020
Q1 		$2.23M Buy
131,681
+2,187
+2% +$57.5K 0.16% 105
2019
Q4 		$3.91M Buy
129,494
+1,575
+1% +$45.7K 0.21% 100
2019
Q3 		$3.54M Buy
127,919
+2,445
+2% +$63.8K 0.35% 72
2019
Q2 		$3.31M Buy
+125,474
New +$3.19M 0.35% 76
2019
Q1 		– Hold
0
– – – 83
2018
Q4 		– Sell
-95,053
Closed -$2.53M – 99
2018
Q3 		$3.07M Buy
+95,053
New +$3.3M 0.3% 79
2018
Q2 		– Sell
-95,838
Closed -$3.5M – 75
2018
Q1 		$3.35M Buy
95,838
+1,570
+2% +$55.4K 0.35% 76
2017
Q4 		$3.32M Sell
94,268
-13,823
-13% -$489K 0.35% 76
2017
Q3 		$3.68M Buy
108,091
+99,426
+1,147% +$3.26M 0.32% 85
2017
Q2 		$290K Buy
+8,665
New +$292K 0.05% 86

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Beacon Investment Advisory Services's WY Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Weyerhaeuser (WY) position steady in Q2 2026 at 720 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Beacon Investment Advisory Services first reported a position in WY in Q2 2017 and has held it in 28 quarters since. The position peaked at $5.48M in Q1 2024. 233 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Beacon Investment Advisory Services held 720 shares of Weyerhaeuser worth $17.2K as of Q2 2026.
  • Beacon Investment Advisory Services left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #564 holding.
  • Beacon Investment Advisory Services first reported a position in Weyerhaeuser in Q2 2017 and has held it in 28 quarters since.
  • Beacon Investment Advisory Services's Weyerhaeuser position peaked at $5.48M in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.