Carson Wealth (CWM LLC)’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
42,904
+11,814
| +38% | +$297K | ﹤0.01% | 1509 |
|
|
2025
Q4 | $737K | Sell |
31,090
-11,266
| -27% | -$261K | ﹤0.01% | 1677 |
|
|
2025
Q3 | $1.05M | Buy |
42,356
+14,922
| +54% | +$381K | ﹤0.01% | 1377 |
|
|
2025
Q2 | $705K | Buy |
27,434
+11,681
| +74% | +$306K | ﹤0.01% | 1432 |
|
|
2025
Q1 | $461K | Sell |
15,753
-1,905
| -11% | -$56.7K | ﹤0.01% | 1482 |
|
|
2024
Q4 | $497K | Buy |
17,658
+473
| +3% | +$14.8K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $582K | Buy |
17,185
+368
| +2% | +$11.3K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $477K | Buy |
16,817
+633
| +4% | +$19.6K | ﹤0.01% | 1212 |
|
|
2024
Q1 | $581K | Buy |
16,184
+1,380
| +9% | +$46.7K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $515K | Buy |
14,804
+492
| +3% | +$15.3K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $439K | Buy |
14,312
+1,136
| +9% | +$37.4K | ﹤0.01% | 1023 |
|
|
2023
Q2 | $442K | Buy |
13,176
+4,260
| +48% | +$128K | ﹤0.01% | 977 |
|
|
2023
Q1 | $269K | Sell |
8,916
-574
| -6% | -$18.1K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $294K | Buy |
9,490
+2,340
| +33% | +$72.5K | ﹤0.01% | 962 |
|
|
2022
Q3 | $204K | Buy |
7,150
+3,298
| +86% | +$112K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $128K | Sell |
3,852
-1,615
| -30% | -$61.6K | ﹤0.01% | 1219 |
|
|
2022
Q1 | $207K | Buy |
5,467
+1,496
| +38% | +$59.3K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $164K | Buy |
+3,971
| New | +$151K | ﹤0.01% | 1105 |
|
|
2021
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q1 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q4 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q3 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q1 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q4 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q3 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q1 | $98K | Buy |
2,855
+621
| +28% | +$15.6K | ﹤0.01% | 1149 |
|
|
2018
Q4 | $49K | Buy |
2,234
+1,539
| +221% | +$41K | ﹤0.01% | 885 |
|
|
2018
Q3 | $22K | Sell |
695
-17
| -2% | -$590 | ﹤0.01% | 935 |
|
|
2018
Q2 | $26K | Hold |
712
| – | – | ﹤0.01% | 788 |
|
|
2018
Q1 | $25K | Hold |
712
| – | – | ﹤0.01% | 677 |
|
|
2017
Q4 | $25K | Sell |
712
-169
| -19% | -$5.98K | ﹤0.01% | 663 |
|
|
2017
Q3 | $30K | Buy |
881
+814
| +1,215% | +$26.7K | ﹤0.01% | 628 |
|
|
2017
Q2 | $2K | Sell |
67
-270
| -80% | -$9.09K | ﹤0.01% | 1037 |
|
|
2017
Q1 | $11K | Buy |
337
+85
| +34% | +$2.77K | ﹤0.01% | 732 |
|
|
2016
Q4 | $8K | Buy |
252
+235
| +1,382% | +$7.24K | ﹤0.01% | 776 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 964 |
|
|
2016
Q2 | $1K | Buy |
+17
| New | +$523 | ﹤0.01% | 770 |
|
Other funds holding WY
Carson Wealth (CWM LLC)'s WY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Weyerhaeuser (WY) stake by 38% in Q1 2026, buying an estimated $297K and bringing the position to 42,904 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.
Carson Wealth (CWM LLC) first reported a position in WY in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.05M in Q3 2025. 900 funds tracked by Wall St. Rank hold WY as of Q1 2026.
- Carson Wealth (CWM LLC) held 42,904 shares of Weyerhaeuser worth $1.05M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 11,814 Weyerhaeuser shares in Q1 2026, an estimated $297K.
- Weyerhaeuser made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1509 holding.
- Carson Wealth (CWM LLC) first reported a position in Weyerhaeuser in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Weyerhaeuser position peaked at $1.05M in Q3 2025.
- 900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.