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
Q2 		– Sell
-834
Closed -$20.4K – 169
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
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's WY Position: Q2 2026 in Review

Capital & Planning LLC sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 834 shares — an estimated $20.4K sold.

Capital & Planning LLC first reported a position in WY in Q4 2024 and held it in 2 quarters. The position peaked at $22.5K in Q4 2024. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Capital & Planning LLC reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 834 Weyerhaeuser shares in Q2 2026, an estimated $20.4K.
  • Capital & Planning LLC first reported a position in Weyerhaeuser in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Weyerhaeuser position peaked at $22.5K in Q4 2024.
  • 908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.