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Beaird Harris Wealth Management’s Weyerhaeuser WY Stock Holding History

Beaird Harris Wealth Management’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 		$1.13K Hold
47
– – ﹤0.01% 558
2026
Q1 		$1.15K Hold
47
– – ﹤0.01% 529
2025
Q4 		$1.11K Sell
47
-2
-4% -$46 ﹤0.01% 560
2025
Q3 		$1.22K Sell
49
-3
-6% -$77 ﹤0.01% 559
2025
Q2 		$1.34K Sell
52
-4
-7% -$105 ﹤0.01% 539
2025
Q1 		$1.64K Hold
56
– – ﹤0.01% 460
2024
Q4 		$1.58K Sell
56
-375
-87% -$11.7K ﹤0.01% 458
2024
Q3 		$14.6K Hold
431
– – ﹤0.01% 312
2024
Q2 		$12.2K Buy
431
+365
+553% +$11.3K ﹤0.01% 353
2024
Q1 		$2.37K Hold
66
– – ﹤0.01% 450
2023
Q4 		$2.29K Buy
66
+19
+40% +$591 ﹤0.01% 447
2023
Q3 		$1.44K Hold
47
– – ﹤0.01% 378
2023
Q2 		$1.57K Hold
47
– – ﹤0.01% 380
2023
Q1 		$1.42K Hold
47
– – ﹤0.01% 391
2022
Q4 		$1.46K Hold
47
– – ﹤0.01% 616
2022
Q3 		$1K Hold
47
– – ﹤0.01% 472
2022
Q2 		$2K Hold
47
– – ﹤0.01% 353
2022
Q1 		$2K Sell
47
-1,523
-97% -$60.4K ﹤0.01% 539
2021
Q4 		$65K Buy
+1,570
New +$59.6K 0.02% 205

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Beaird Harris Wealth Management's WY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Weyerhaeuser (WY) position steady in Q2 2026 at 47 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Beaird Harris Wealth Management first reported a position in WY in Q4 2021 and has held it in 19 quarters since. The position peaked at $65K in Q4 2021. 127 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Beaird Harris Wealth Management held 47 shares of Weyerhaeuser worth $1.13K as of Q2 2026.
  • Beaird Harris Wealth Management left its Weyerhaeuser share count unchanged in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Beaird Harris Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Weyerhaeuser position peaked at $65K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.