Creative Planning’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 | $2.62M | Sell |
107,189
-8,389
| -7% | -$211K | ﹤0.01% | 1689 |
|
|
2025
Q4 | $2.74M | Buy |
115,578
+57,400
| +99% | +$1.33M | ﹤0.01% | 1454 |
|
|
2025
Q3 | $1.44M | Buy |
58,178
+4,106
| +8% | +$105K | ﹤0.01% | 1801 |
|
|
2025
Q2 | $1.39M | Sell |
54,072
-13,349
| -20% | -$349K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $1.97M | Buy |
67,421
+4,447
| +7% | +$132K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $1.77M | Sell |
62,974
-11,125
| -15% | -$347K | ﹤0.01% | 1214 |
|
|
2024
Q3 | $2.51M | Buy |
74,099
+13,572
| +22% | +$417K | ﹤0.01% | 950 |
|
|
2024
Q2 | $1.72M | Sell |
60,527
-2,837
| -4% | -$87.8K | ﹤0.01% | 1067 |
|
|
2024
Q1 | $2.28M | Buy |
63,364
+8,390
| +15% | +$284K | ﹤0.01% | 922 |
|
|
2023
Q4 | $1.91M | Sell |
54,974
-1,729
| -3% | -$53.8K | ﹤0.01% | 933 |
|
|
2023
Q3 | $1.74M | Sell |
56,703
-221
| -0.4% | -$7.27K | ﹤0.01% | 916 |
|
|
2023
Q2 | $1.91M | Buy |
56,924
+4,100
| +8% | +$123K | ﹤0.01% | 836 |
|
|
2023
Q1 | $1.59M | Sell |
52,824
-2,176
| -4% | -$68.6K | ﹤0.01% | 875 |
|
|
2022
Q4 | $1.7M | Buy |
55,000
+12,151
| +28% | +$377K | ﹤0.01% | 810 |
|
|
2022
Q3 | $1.22M | Buy |
42,849
+488
| +1% | +$16.6K | ﹤0.01% | 878 |
|
|
2022
Q2 | $1.4M | Sell |
42,361
-5,057
| -11% | -$193K | ﹤0.01% | 835 |
|
|
2022
Q1 | $1.8M | Sell |
47,418
-289
| -0.6% | -$11.5K | ﹤0.01% | 749 |
|
|
2021
Q4 | $1.97M | Buy |
47,707
+1,132
| +2% | +$43K | ﹤0.01% | 692 |
|
|
2021
Q3 | $1.66M | Buy |
46,575
+7,927
| +21% | +$278K | ﹤0.01% | 740 |
|
|
2021
Q2 | $1.33M | Sell |
38,648
-18,956
| -33% | -$703K | ﹤0.01% | 818 |
|
|
2021
Q1 | $2.05M | Buy |
57,604
+1,933
| +3% | +$65.8K | ﹤0.01% | 717 |
|
|
2020
Q4 | $1.87M | Buy |
55,671
+3,674
| +7% | +$111K | ﹤0.01% | 701 |
|
|
2020
Q3 | $1.48M | Buy |
51,997
+2,978
| +6% | +$81.8K | ﹤0.01% | 671 |
|
|
2020
Q2 | $1.1M | Sell |
49,019
-10,703
| -18% | -$217K | ﹤0.01% | 714 |
|
|
2020
Q1 | $1.01M | Buy |
59,722
+940
| +2% | +$24.7K | ﹤0.01% | 643 |
|
|
2019
Q4 | $1.77M | Sell |
58,782
-1,578
| -3% | -$45.8K | 0.01% | 554 |
|
|
2019
Q3 | $1.67M | Sell |
60,360
-27,112
| -31% | -$707K | 0.01% | 550 |
|
|
2019
Q2 | $2.3M | Buy |
87,472
+7,985
| +10% | +$203K | 0.01% | 461 |
|
|
2019
Q1 | $2.09M | Buy |
79,487
+24,993
| +46% | +$630K | 0.01% | 449 |
|
|
2018
Q4 | $1.19M | Sell |
54,494
-13,515
| -20% | -$360K | ﹤0.01% | 607 |
|
|
2018
Q3 | $2.19M | Sell |
68,009
-17,986
| -21% | -$624K | 0.01% | 458 |
|
|
2018
Q2 | $3.13M | Buy |
85,995
+18,079
| +27% | +$661K | 0.01% | 359 |
|
|
2018
Q1 | $2.38M | Buy |
67,916
+4,412
| +7% | +$156K | 0.01% | 424 |
|
|
2017
Q4 | $2.24M | Buy |
63,504
+4,092
| +7% | +$145K | 0.01% | 430 |
|
|
2017
Q3 | $2.02M | Sell |
59,412
-2,585
| -4% | -$84.9K | 0.01% | 457 |
|
|
2017
Q2 | $2.08M | Sell |
61,997
-1,234
| -2% | -$41.5K | 0.01% | 425 |
|
|
2017
Q1 | $2.15M | Sell |
63,231
-3,724
| -6% | -$121K | 0.01% | 400 |
|
|
2016
Q4 | $2.02M | Buy |
66,955
+3,081
| +5% | +$94.9K | 0.01% | 402 |
|
|
2016
Q3 | $2.04M | Buy |
63,874
+2,367
| +4% | +$74.8K | 0.01% | 374 |
|
|
2016
Q2 | $1.83M | Buy |
61,507
+4,184
| +7% | +$129K | 0.01% | 356 |
|
|
2016
Q1 | $1.78M | Buy |
57,323
+33,442
| +140% | +$893K | 0.01% | 336 |
|
|
2015
Q4 | $716K | Buy |
23,881
+1,527
| +7% | +$46.1K | 0.01% | 615 |
|
|
2015
Q3 | $611K | Buy |
22,354
+1,686
| +8% | +$49.7K | 0.01% | 662 |
|
|
2015
Q2 | $651K | Sell |
20,668
-1,313
| -6% | -$42.2K | 0.01% | 590 |
|
|
2015
Q1 | $729K | Buy |
21,981
+381
| +2% | +$13.3K | 0.01% | 585 |
|
|
2014
Q4 | $775K | Sell |
21,600
-2,002
| -8% | -$68.7K | 0.01% | 536 |
|
|
2014
Q3 | $752K | Buy |
23,602
+4,213
| +22% | +$138K | 0.01% | 508 |
|
|
2014
Q2 | $642K | Buy |
19,389
+2,252
| +13% | +$68.1K | 0.01% | 545 |
|
|
2014
Q1 | $503K | Buy |
17,137
+636
| +4% | +$19.1K | 0.01% | 619 |
|
|
2013
Q4 | $521K | Buy |
16,501
+5,729
| +53% | +$171K | 0.01% | 509 |
|
|
2013
Q3 | $308K | Sell |
10,772
-691
| -6% | -$19.6K | 0.01% | 588 |
|
|
2013
Q2 | $327K | Buy |
+11,463
| New | +$347K | 0.01% | 523 |
|
Other funds holding WY
VPM
VCM
Creative Planning's WY Position: Q1 2026 in Review
Creative Planning reduced its Weyerhaeuser (WY) stake by 7.3% in Q1 2026, selling an estimated $211K and leaving 107,189 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.
Creative Planning first reported a position in WY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.13M in Q2 2018. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.
- Creative Planning held 107,189 shares of Weyerhaeuser worth $2.62M as of Q1 2026.
- Creative Planning sold 8,389 Weyerhaeuser shares in Q1 2026, an estimated $211K.
- Weyerhaeuser made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1689 holding.
- Creative Planning first reported a position in Weyerhaeuser in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Weyerhaeuser position peaked at $3.13M in Q2 2018.
- 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.