Clifford Swan Investment Counsel’s Weyerhaeuser WY Stock Holding History

Clifford Swan Investment Counsel’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	$2.95M	Hold	123,120	–	–	0.09%	142
2026 Q1	$3.01M	Hold	123,120	–	–	0.1%	134
2025 Q4	$2.92M	Hold	123,120	–	–	0.1%	133
2025 Q3	$3.05M	Hold	123,120	–	–	0.1%	129
2025 Q2	$3.16M	Hold	123,120	–	–	0.11%	128
2025 Q1	$3.6M	Hold	123,120	–	–	0.13%	124
2024 Q4	$3.47M	Hold	123,120	–	–	0.12%	126
2024 Q3	$4.17M	Hold	123,120	–	–	0.15%	116
2024 Q2	$3.5M	Hold	123,120	–	–	0.13%	120
2024 Q1	$4.42M	Sell	123,120 -466	-0.4%	-$15.8K	0.16%	114
2023 Q4	$4.3M	Sell	123,586 -17	-0%	-$529	0.17%	115
2023 Q3	$3.79M	Hold	123,603	–	–	0.16%	114
2023 Q2	$4.14M	Hold	123,603	–	–	0.17%	116
2023 Q1	$3.72M	Sell	123,603 -4	-0%	-$126	0.16%	118
2022 Q4	$3.83M	Buy	123,607 +21	+0%	+$651	0.17%	116
2022 Q3	$3.53M	Sell	123,586 -727	-0.6%	-$24.7K	0.17%	113
2022 Q2	$4.12M	Hold	124,313	–	–	0.18%	113
2022 Q1	$4.71M	Sell	124,313 -27	-0%	-$1.07K	0.17%	114
2021 Q4	$5.12M	Buy	124,340 +493	+0.4%	+$18.7K	0.18%	114
2021 Q3	$4.58M	Hold	123,847	–	–	0.17%	115
2021 Q2	$4.22M	Hold	123,847	–	–	0.16%	113
2021 Q1	$4.41M	Hold	123,847	–	–	0.18%	109
2020 Q4	$4.15M	Hold	123,847	–	–	0.18%	112
2020 Q3	$3.53M	Hold	123,847	–	–	0.17%	113
2020 Q2	$2.78M	Hold	123,847	–	–	0.14%	118
2020 Q1	$2.1M	Hold	123,847	–	–	0.13%	118
2019 Q4	$3.74M	Hold	123,847	–	–	0.18%	109
2019 Q3	$3.43M	Hold	123,847	–	–	0.18%	109
2019 Q2	$3.26M	Hold	123,847	–	–	0.17%	109
2019 Q1	$3.26M	Hold	123,847	–	–	0.18%	109
2018 Q4	$2.71M	Hold	123,847	–	–	0.16%	110
2018 Q3	$4M	Hold	123,847	–	–	0.21%	103
2018 Q2	$4.51M	Sell	123,847 -9,872	-7%	-$361K	0.25%	98
2018 Q1	$4.68M	Sell	133,719 -187	-0.1%	-$6.6K	0.26%	98
2017 Q4	$4.72M	Buy	133,906 +81,520	+156%	+$2.88M	0.26%	101
2017 Q3	$1.78M	Hold	52,386	–	–	0.11%	124
2017 Q2	$1.75M	Sell	52,386 -233	-0.4%	-$7.84K	0.11%	127
2017 Q1	$1.79M	Hold	52,619	–	–	0.11%	123
2016 Q4	$1.58M	Hold	52,619	–	–	0.11%	127
2016 Q3	$1.68M	Buy	52,619 +9,552	+22%	+$302K	0.11%	124
2016 Q2	$1.28M	Hold	43,067	–	–	0.09%	131
2016 Q1	$1.33M	Buy	+43,067	New	+$1.15M	0.09%	133

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Clifford Swan Investment Counsel's WY Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Weyerhaeuser (WY) position steady in Q2 2026 at 123,120 shares worth $2.95M. The position accounts for 0.09% of the portfolio, ranked #142.

Clifford Swan Investment Counsel first reported a position in WY in Q1 2016 and has held it in 42 quarters since. The position peaked at $5.12M in Q4 2021. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Clifford Swan Investment Counsel held 123,120 shares of Weyerhaeuser worth $2.95M as of Q2 2026.
Clifford Swan Investment Counsel left its Weyerhaeuser share count unchanged in Q2 2026.
Weyerhaeuser made up 0.09% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #142 holding.
Clifford Swan Investment Counsel first reported a position in Weyerhaeuser in Q1 2016 and has held it in 42 quarters since.
Clifford Swan Investment Counsel's Weyerhaeuser position peaked at $5.12M in Q4 2021.
896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.