CTWM
WY icon

Cherry Tree Wealth Management’s Weyerhaeuser WY Stock Holding History

Cherry Tree 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 		$30.7K Hold
1,256
– – 0.01% 311
2025
Q4 		$29.8K Buy
1,256
+100
+9% +$2.31K 0.01% 310
2025
Q3 		$28.7K Hold
1,156
– – 0.01% 305
2025
Q2 		$29.7K Hold
1,156
– – 0.01% 294
2025
Q1 		$33.8K Hold
1,156
– – 0.01% 289
2024
Q4 		$32.5K Hold
1,156
– – 0.01% 289
2024
Q3 		$39.1K Hold
1,156
– – 0.01% 276
2024
Q2 		$32.8K Sell
1,156
-787
-41% -$24.3K 0.01% 283
2024
Q1 		$69.8K Hold
1,943
– – 0.02% 232
2023
Q4 		$67.6K Hold
1,943
– – 0.02% 222
2023
Q3 		$59.6K Hold
1,943
– – 0.02% 219
2023
Q2 		$65.1K Buy
+1,943
New +$58.5K 0.02% 214

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

Cherry Tree Wealth Management's WY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Weyerhaeuser (WY) position steady in Q1 2026 at 1,256 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Cherry Tree Wealth Management first reported a position in WY in Q2 2023 and has held it in 12 quarters since. The position peaked at $69.8K in Q1 2024. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Cherry Tree Wealth Management held 1,256 shares of Weyerhaeuser worth $30.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Weyerhaeuser share count unchanged in Q1 2026.
  • Weyerhaeuser made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #311 holding.
  • Cherry Tree Wealth Management first reported a position in Weyerhaeuser in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Weyerhaeuser position peaked at $69.8K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.