HHM Wealth Advisors’s Weyerhaeuser WY Stock Holding History

HHM Wealth 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
2023 Q3	–	Sell	-5,000	Closed	-$168K	–	835
2023 Q2	$168K	Buy	+5,000	New	+$151K	0.03%	152

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HHM Wealth Advisors's WY Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 151 shares — an estimated $3.74K sold.

HHM Wealth Advisors first reported a position in WY in Q1 2020 and held it in 23 quarters. The position peaked at $35K in Q1 2022. 873 funds tracked by Wall St. Rank hold WY as of Q4 2025.

HHM Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 151 Weyerhaeuser shares in Q4 2025, an estimated $3.74K.
HHM Wealth Advisors first reported a position in Weyerhaeuser in Q1 2020 and held it in 23 quarters.
HHM Wealth Advisors's Weyerhaeuser position peaked at $35K in Q1 2022.
873 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.