Bruce G. Allen Investments’s Weyerhaeuser WY Stock Holding History

Bruce G. Allen Investments’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	$6.69K	Sell	274 -152	-36%	-$3.82K	﹤0.01%	530
2025 Q4	$10.1K	Buy	426 +219	+106%	+$5.07K	0.01%	474
2025 Q3	$5.13K	Buy	207 +13	+7%	+$332	﹤0.01%	561
2025 Q2	$4.98K	Sell	194 -13	-6%	-$340	﹤0.01%	568
2025 Q1	$6.06K	Sell	207 -26	-11%	-$774	﹤0.01%	531
2024 Q4	$6.56K	Sell	233 -267	-53%	-$8.33K	0.01%	546
2024 Q3	$16.9K	Buy	500 +267	+115%	+$8.21K	0.01%	408
2024 Q2	$6.62K	Sell	233 -285	-55%	-$8.82K	0.01%	529
2024 Q1	$18.6K	Buy	518 +200	+63%	+$6.77K	0.02%	391
2023 Q4	$11.1K	Buy	+318	New	+$9.9K	0.01%	462

Other funds holding WY

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 New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

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

Bruce G. Allen Investments's WY Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Weyerhaeuser (WY) stake by 36% in Q1 2026, selling an estimated $3.82K and leaving 274 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Bruce G. Allen Investments first reported a position in WY in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.6K in Q1 2024. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Bruce G. Allen Investments held 274 shares of Weyerhaeuser worth $6.69K as of Q1 2026.
Bruce G. Allen Investments sold 152 Weyerhaeuser shares in Q1 2026, an estimated $3.82K.
Weyerhaeuser made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #530 holding.
Bruce G. Allen Investments first reported a position in Weyerhaeuser in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Weyerhaeuser position peaked at $18.6K in Q1 2024.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.