Evermay Wealth Management’s Weyerhaeuser WY Stock Holding History

Evermay 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 Q2	$6.01K	Buy	+251	New	+$6.1K	﹤0.01%	550
2024 Q1	–	Sell	-10	Closed	-$348	–	734
2023 Q4	$348	Buy	+10	New	+$311	﹤0.01%	629
2023 Q2	–	Sell	-160	Closed	-$4.82K	–	571
2023 Q1	$4.82K	Hold	160	–	–	﹤0.01%	455
2022 Q4	$4.96K	Hold	160	–	–	﹤0.01%	457
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	447
2022 Q2	$5K	Hold	160	–	–	﹤0.01%	438
2022 Q1	$6K	Hold	160	–	–	﹤0.01%	450
2021 Q4	$7K	Buy	+160	New	+$6.08K	﹤0.01%	432

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 $60.8B AUM 26.63% 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

Evermay Wealth Management's WY Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Weyerhaeuser (WY) in Q2 2026: 251 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in WY as recently as Q4 2023.

Evermay Wealth Management first reported a position in WY in Q4 2021 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Evermay Wealth Management held 251 shares of Weyerhaeuser worth $6.01K as of Q2 2026.
Weyerhaeuser was a new Evermay Wealth Management position in Q2 2026.
Weyerhaeuser made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #550 holding.
Evermay Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and has held it in 8 quarters since.
Evermay Wealth Management's Weyerhaeuser position peaked at $7K in Q4 2021.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.