Beacon Investment Advisory Services’s Weyerhaeuser WY Stock Holding History
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
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. 903 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.
- 903 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.