Bellwether Advisors’s Weyerhaeuser WY Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-789	Closed	-$20.3K	–	583
2025 Q2	$20.3K	Hold	789	–	–	﹤0.01%	300
2025 Q1	$23.1K	Hold	789	–	–	﹤0.01%	264
2024 Q4	$22.2K	Buy	+789	New	+$24.6K	﹤0.01%	277
2023 Q2	–	Sell	-1,184	Closed	-$35.7K	–	455
2023 Q1	$35.7K	Hold	1,184	–	–	0.01%	210
2022 Q4	$36.7K	Hold	1,184	–	–	0.01%	207
2022 Q3	$33K	Hold	1,184	–	–	0.01%	190
2022 Q2	$39K	Hold	1,184	–	–	0.01%	180
2022 Q1	$44K	Hold	1,184	–	–	0.01%	204
2021 Q4	$48K	Hold	1,184	–	–	0.01%	198
2021 Q3	$42K	Hold	1,184	–	–	0.01%	210
2021 Q2	$40K	Sell	1,184 -395	-25%	-$14.7K	0.01%	190
2021 Q1	$56K	Hold	1,579	–	–	0.02%	164
2020 Q4	$52K	Buy	+1,579	New	+$47.5K	0.02%	161

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bellwether Advisors's WY Position: Q3 2025 in Review

Bellwether Advisors sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 789 shares — an estimated $20.3K sold.

Bellwether Advisors first reported a position in WY in Q4 2020 and held it in 13 quarters. The position peaked at $56K in Q1 2021. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Bellwether Advisors reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 789 Weyerhaeuser shares in Q3 2025, an estimated $20.3K.
Bellwether Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Weyerhaeuser position peaked at $56K in Q1 2021.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.