Bernard Wealth Management’s Weyerhaeuser WY Stock Holding History

Bernard 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	$288	Hold	12	–	–	﹤0.01%	313
2026 Q1	$294	Hold	12	–	–	﹤0.01%	342
2025 Q4	$285	Hold	12	–	–	﹤0.01%	332
2025 Q3	$298	Hold	12	–	–	﹤0.01%	317
2025 Q2	$309	Sell	12 -14	-54%	-$366	﹤0.01%	293
2025 Q1	$762	Hold	26	–	–	﹤0.01%	357
2024 Q4	$732	Buy	+26	New	+$811	﹤0.01%	292

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bernard Wealth Management's WY Position: Q2 2026 in Review

Bernard Wealth Management held its Weyerhaeuser (WY) position steady in Q2 2026 at 12 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Bernard Wealth Management first reported a position in WY in Q4 2024 and has held it in 7 quarters since. The position peaked at $762 in Q1 2025. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Bernard Wealth Management held 12 shares of Weyerhaeuser worth $288 as of Q2 2026.
Bernard Wealth Management left its Weyerhaeuser share count unchanged in Q2 2026.
Weyerhaeuser made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #313 holding.
Bernard Wealth Management first reported a position in Weyerhaeuser in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Weyerhaeuser position peaked at $762 in Q1 2025.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.