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Glass Jacobson Investment Advisors’s Weyerhaeuser WY Stock Holding History

Glass Jacobson Investment Advisors’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
2025
Q2 		– Sell
-1,783
Closed -$50.2K – 864
2025
Q1 		$50.2K Hold
1,783
– – 0.02% 371
2024
Q4 		$50.2K Hold
1,783
– – 0.02% 371
2024
Q3 		$60.4K Hold
1,783
– – 0.02% 337
2024
Q2 		$50.6K Hold
1,783
– – 0.02% 339
2024
Q1 		$64K Hold
1,783
– – 0.02% 323
2023
Q4 		$62K Hold
1,783
– – 0.03% 313
2023
Q3 		$54.7K Hold
1,783
– – 0.03% 316
2023
Q2 		$59.7K Buy
+1,783
New +$53.7K 0.03% 313
2022
Q4 		$55.3K Buy
+1,783
New +$55.3K 0.03% 331

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glass Jacobson Investment Advisors's WY Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 1,783 shares — an estimated $50.2K sold.

Glass Jacobson Investment Advisors first reported a position in WY in Q4 2022 and held it in 9 quarters. The position peaked at $64K in Q1 2024. 898 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,783 Weyerhaeuser shares in Q2 2025, an estimated $50.2K.
  • Glass Jacobson Investment Advisors first reported a position in Weyerhaeuser in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Weyerhaeuser position peaked at $64K in Q1 2024.
  • 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.