Institute for Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $264K | Sell |
11,022
-1,439
| -12% | -$35K | 0.02% | 452 |
|
|
2026
Q1 | $304K | Buy |
12,461
+25
| +0.2% | +$629 | 0.03% | 422 |
|
|
2025
Q4 | $295K | Sell |
12,436
-1,281
| -9% | -$29.6K | 0.03% | 433 |
|
|
2025
Q3 | $340K | Sell |
13,717
-1,841
| -12% | -$47.1K | 0.04% | 423 |
|
|
2025
Q2 | $400K | Buy |
15,558
+9
| +0.1% | +$236 | 0.04% | 363 |
|
|
2025
Q1 | $455K | Sell |
15,549
-413
| -3% | -$12.3K | 0.06% | 313 |
|
|
2024
Q4 | $449K | Sell |
15,962
-774
| -5% | -$24.2K | 0.06% | 308 |
|
|
2024
Q3 | $567K | Buy |
16,736
+5
| +0% | +$154 | 0.07% | 271 |
|
|
2024
Q2 | $475K | Buy |
16,731
+366
| +2% | +$11.3K | 0.06% | 289 |
|
|
2024
Q1 | $588K | Buy |
16,365
+22
| +0.1% | +$745 | 0.08% | 259 |
|
|
2023
Q4 | $568K | Buy |
16,343
+7
| +0% | +$218 | 0.09% | 245 |
|
|
2023
Q3 | $501K | Sell |
16,336
-2
| -0% | -$66 | 0.09% | 259 |
|
|
2023
Q2 | $547K | Buy |
16,338
+6
| +0% | +$181 | 0.09% | 246 |
|
|
2023
Q1 | $492K | Sell |
16,332
-263
| -2% | -$8.29K | 0.09% | 266 |
|
|
2022
Q4 | $514K | Sell |
16,595
-218
| -1% | -$6.76K | 0.11% | 256 |
|
|
2022
Q3 | $480K | Sell |
16,813
-716
| -4% | -$24.4K | 0.11% | 246 |
|
|
2022
Q2 | $581K | Sell |
17,529
-591
| -3% | -$22.5K | 0.11% | 239 |
|
|
2022
Q1 | $687K | Sell |
18,120
-185
| -1% | -$7.33K | 0.11% | 227 |
|
|
2021
Q4 | $754K | Sell |
18,305
-550
| -3% | -$20.9K | 0.12% | 204 |
|
|
2021
Q3 | $671K | Buy |
18,855
+8
| +0% | +$280 | 0.12% | 213 |
|
|
2021
Q2 | $649K | Sell |
18,847
-673
| -3% | -$25K | 0.11% | 217 |
|
|
2021
Q1 | $695K | Sell |
19,520
-747
| -4% | -$25.4K | 0.13% | 195 |
|
|
2020
Q4 | $680K | Sell |
20,267
-345
| -2% | -$10.4K | 0.14% | 196 |
|
|
2020
Q3 | $588K | Sell |
20,612
-1,277
| -6% | -$35.1K | 0.13% | 200 |
|
|
2020
Q2 | $492K | Buy |
21,889
+884
| +4% | +$17.9K | 0.12% | 232 |
|
|
2020
Q1 | $356K | Sell |
21,005
-880
| -4% | -$23.1K | 0.11% | 247 |
|
|
2019
Q4 | $661K | Sell |
21,885
-1,117
| -5% | -$32.4K | 0.15% | 206 |
|
|
2019
Q3 | $637K | Sell |
23,002
-4,368
| -16% | -$114K | 0.16% | 189 |
|
|
2019
Q2 | $721K | Buy |
27,370
+7,679
| +39% | +$195K | 0.16% | 193 |
|
|
2019
Q1 | $518K | Buy |
+19,691
| New | +$496K | 0.11% | 236 |
|
|
2018
Q4 | – | Sell |
-22,363
| Closed | -$737K | – | 356 |
|
|
2018
Q3 | $737K | Sell |
22,363
-6,445
| -22% | -$224K | 0.25% | 125 |
|
|
2018
Q2 | $1.04M | Buy |
28,808
+287
| +1% | +$10.5K | 0.33% | 107 |
|
|
2018
Q1 | $1.04M | Buy |
28,521
+6,291
| +28% | +$222K | 0.31% | 117 |
|
|
2017
Q4 | $782K | Buy |
22,230
+373
| +2% | +$13.2K | 0.18% | 165 |
|
|
2017
Q3 | $741K | Sell |
21,857
-177
| -0.8% | -$5.81K | 0.24% | 147 |
|
|
2017
Q2 | $740K | Buy |
+22,034
| New | +$742K | 0.2% | 160 |
|
Other funds holding WY
Institute for Wealth Management's WY Position: Q2 2026 in Review
Institute for Wealth Management reduced its Weyerhaeuser (WY) stake by 12% in Q2 2026, selling an estimated $35K and leaving 11,022 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #452.
Institute for Wealth Management first reported a position in WY in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.04M in Q1 2018. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.
- Institute for Wealth Management held 11,022 shares of Weyerhaeuser worth $264K as of Q2 2026.
- Institute for Wealth Management sold 1,439 Weyerhaeuser shares in Q2 2026, an estimated $35K.
- Weyerhaeuser made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #452 holding.
- Institute for Wealth Management first reported a position in Weyerhaeuser in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Weyerhaeuser position peaked at $1.04M in Q1 2018.
- 898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.