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Biltmore Wealth Management’s Weyerhaeuser WY Stock Holding History

Biltmore 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 		$641K Buy
26,793
+2,342
+10% +$56.9K 0.2% 41
2026
Q1 		$597K Buy
24,451
+360
+1% +$9.05K 0.21% 40
2025
Q4 		$571K Buy
24,091
+155
+0.6% +$3.58K 0.22% 40
2025
Q3 		$593K Buy
23,936
+5,141
+27% +$131K 0.23% 41
2025
Q2 		$483K Buy
18,795
+70
+0.4% +$1.83K 0.2% 42
2025
Q1 		$548K Sell
18,725
-110
-0.6% -$3.27K 0.23% 40
2024
Q4 		$530K Buy
18,835
+41
+0.2% +$1.28K 0.22% 40
2024
Q3 		$636K Buy
18,794
+1,886
+11% +$58K 0.26% 37
2024
Q2 		$480K Sell
16,908
-5,438
-24% -$168K 0.21% 42
2024
Q1 		$777K Hold
22,346
– – 0.37% 29
2023
Q4 		$777K Buy
22,346
+126
+0.6% +$3.92K 0.37% 29
2023
Q3 		$681K Buy
22,220
+724
+3% +$23.8K 0.33% 31
2023
Q2 		$720K Buy
21,496
+1,492
+7% +$44.9K 0.31% 29
2023
Q1 		$603K Buy
20,004
+127
+0.6% +$4K 0.24% 35
2022
Q4 		$616K Sell
19,877
-2,389
-11% -$74K 0.27% 32
2022
Q3 		$636K Sell
22,266
-399
-2% -$13.6K 0.29% 29
2022
Q2 		$751K Sell
22,665
-138
-0.6% -$5.26K 0.33% 25
2022
Q1 		$864K Sell
22,803
-53
-0.2% -$2.1K 0.34% 28
2021
Q4 		$941K Buy
22,856
+41
+0.2% +$1.56K 0.35% 28
2021
Q3 		$812K Buy
22,815
+1,904
+9% +$66.7K 0.32% 31
2021
Q2 		$720K Buy
20,911
+204
+1% +$7.57K 0.29% 32
2021
Q1 		$737K Buy
+20,707
New +$705K 0.32% 27

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Biltmore Wealth Management increased its Weyerhaeuser (WY) stake by 9.6% in Q2 2026, buying an estimated $56.9K and bringing the position to 26,793 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #41.

Biltmore Wealth Management first reported a position in WY in Q1 2021 and has held it in 22 quarters since. The position peaked at $941K in Q4 2021. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Biltmore Wealth Management held 26,793 shares of Weyerhaeuser worth $641K as of Q2 2026.
  • Biltmore Wealth Management bought 2,342 Weyerhaeuser shares in Q2 2026, an estimated $56.9K.
  • Weyerhaeuser made up 0.2% of Biltmore Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Biltmore Wealth Management first reported a position in Weyerhaeuser in Q1 2021 and has held it in 22 quarters since.
  • Biltmore Wealth Management's Weyerhaeuser position peaked at $941K in Q4 2021.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

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