Family Management’s Weyerhaeuser WY Stock Holding History

Family 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	–	Sell	-12,000	Closed	-$284K	–	333
2025 Q4	$284K	Buy	+12,000	New	+$278K	0.04%	194
2020 Q2	–	Sell	-67,347	Closed	-$1.14M	–	180
2020 Q1	$1.14M	Sell	67,347 -3,590	-5%	-$94.4K	0.57%	47
2019 Q4	$2.14M	Sell	70,937 -482	-0.7%	-$14K	0.74%	44
2019 Q3	$1.98M	Sell	71,419 -1,166	-2%	-$30.4K	0.74%	43
2019 Q2	$1.91M	Buy	72,585 +4,977	+7%	+$127K	0.75%	44
2019 Q1	$1.78M	Buy	67,608 +4,443	+7%	+$112K	0.77%	44
2018 Q4	$1.38M	Buy	+63,165	New	+$1.68M	0.58%	50
2014 Q1	–	Sell	-55,350	Closed	-$1.75M	–	79
2013 Q4	$1.75M	Sell	55,350 -5,750	-9%	-$172K	1%	34
2013 Q3	$1.75M	Sell	61,100 -16,125	-21%	-$456K	1.13%	34
2013 Q2	$2.2M	Buy	+77,225	New	+$2.33M	1.34%	33

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Family Management's WY Position: Q1 2026 in Review

Family Management sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 12,000 shares — an estimated $284K sold.

Family Management first reported a position in WY in Q2 2013 and held it in 10 quarters. The position peaked at $2.2M in Q2 2013. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Family Management reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
Family Management sold 12,000 Weyerhaeuser shares in Q1 2026, an estimated $284K.
Family Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 10 quarters.
Family Management's Weyerhaeuser position peaked at $2.2M in Q2 2013.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.