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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Biltmore Wealth Management's WY Position: Q1 2026 in Review

Biltmore Wealth Management increased its Weyerhaeuser (WY) stake by 1.5% in Q1 2026, buying an estimated $9.05K and bringing the position to 24,451 shares worth $597K. The position accounts for 0.21% of the portfolio, ranked #40.

Biltmore Wealth Management first reported a position in WY in Q1 2021 and has held it in 21 quarters since. The position peaked at $941K in Q4 2021. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Biltmore Wealth Management held 24,451 shares of Weyerhaeuser worth $597K as of Q1 2026.
  • Biltmore Wealth Management bought 360 Weyerhaeuser shares in Q1 2026, an estimated $9.05K.
  • Weyerhaeuser made up 0.21% of Biltmore Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Biltmore Wealth Management first reported a position in Weyerhaeuser in Q1 2021 and has held it in 21 quarters since.
  • Biltmore Wealth Management's Weyerhaeuser position peaked at $941K in Q4 2021.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.