CPL
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Capital & Planning LLC’s Weyerhaeuser WY Stock Holding History

Capital & Planning LLC’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 		$20.4K Buy
+834
New +$21K 0.01% 74
2025
Q1 		– Sell
-800
Closed -$22.5K – 187
2024
Q4 		$22.5K Buy
+800
New +$25K 0.02% 70

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital & Planning LLC's WY Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Weyerhaeuser (WY) in Q1 2026: 834 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in WY as recently as Q4 2024.

Capital & Planning LLC first reported a position in WY in Q4 2024 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2024. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Capital & Planning LLC held 834 shares of Weyerhaeuser worth $20.4K as of Q1 2026.
  • Weyerhaeuser was a new Capital & Planning LLC position in Q1 2026.
  • Weyerhaeuser made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #74 holding.
  • Capital & Planning LLC first reported a position in Weyerhaeuser in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Weyerhaeuser position peaked at $22.5K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.