J.M. Forbes & Co’s Weyerhaeuser WY Stock Holding History

J.M. Forbes & Co’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	$330K	Sell	13,776 -720	-5%	-$17.5K	0.03%	130
2026 Q1	$354K	Sell	14,496 -946	-6%	-$23.8K	0.03%	117
2025 Q4	$366K	Sell	15,442 -8	-0.1%	-$185	0.03%	113
2025 Q3	$383K	Sell	15,450 -651	-4%	-$16.6K	0.03%	113
2025 Q2	$414K	Hold	16,101	–	–	0.04%	113
2025 Q1	$471K	Hold	16,101	–	–	0.05%	103
2024 Q4	$453K	Hold	16,101	–	–	0.04%	103
2024 Q3	$545K	Hold	16,101	–	–	0.05%	96
2024 Q2	$457K	Hold	16,101	–	–	0.05%	98
2024 Q1	$578K	Hold	16,101	–	–	0.06%	92
2023 Q4	$560K	Hold	16,101	–	–	0.07%	91
2023 Q3	$494K	Hold	16,101	–	–	0.06%	91
2023 Q2	$540K	Hold	16,101	–	–	0.07%	92
2023 Q1	$485K	Hold	16,101	–	–	0.07%	76
2022 Q4	$499K	Hold	16,101	–	–	0.07%	75
2022 Q3	$460K	Sell	16,101 -5	-0%	-$170	0.07%	76
2022 Q2	$533K	Hold	16,106	–	–	0.08%	73
2022 Q1	$610K	Hold	16,106	–	–	0.08%	75
2021 Q4	$663K	Hold	16,106	–	–	0.08%	73
2021 Q3	$573K	Hold	16,106	–	–	0.07%	75
2021 Q2	$554K	Hold	16,106	–	–	0.07%	79
2021 Q1	$573K	Hold	16,106	–	–	0.08%	68
2020 Q4	$540K	Hold	16,106	–	–	0.08%	68
2020 Q3	$459K	Hold	16,106	–	–	0.07%	68
2020 Q2	$362K	Sell	16,106 -490	-3%	-$9.91K	0.06%	72
2020 Q1	$281K	Buy	16,596 +490	+3%	+$12.9K	0.06%	73
2019 Q4	$486K	Buy	+16,106	New	+$467K	0.08%	75
2019 Q3	–	Sell	-16,886	Closed	-$445K	–	103
2019 Q2	$445K	Buy	16,886 +780	+5%	+$19.8K	0.09%	72
2019 Q1	$424K	Sell	16,106 -233	-1%	-$5.87K	0.09%	71
2018 Q4	$357K	Hold	16,339	–	–	0.08%	73
2018 Q3	$527K	Hold	16,339	–	–	0.11%	69
2018 Q2	$596K	Hold	16,339	–	–	0.13%	66
2018 Q1	$572K	Buy	16,339 +148	+0.9%	+$5.22K	0.13%	67
2017 Q4	$571K	Hold	16,191	–	–	0.13%	69
2017 Q3	$550K	Hold	16,191	–	–	0.14%	65
2017 Q2	$542K	Sell	16,191 -728	-4%	-$24.5K	0.14%	66
2017 Q1	$575K	Hold	16,919	–	–	0.15%	62
2016 Q4	$509K	Hold	16,919	–	–	0.14%	63
2016 Q3	$540K	Hold	16,919	–	–	0.15%	61
2016 Q2	$503K	Hold	16,919	–	–	0.14%	60
2016 Q1	$524K	Hold	16,919	–	–	0.15%	55
2015 Q4	$507K	Hold	16,919	–	–	0.14%	57
2015 Q3	$462K	Hold	16,919	–	–	0.13%	58
2015 Q2	$533K	Sell	16,919 -114	-0.7%	-$3.67K	0.14%	55
2015 Q1	$565K	Hold	17,033	–	–	0.15%	57
2014 Q4	$599K	Hold	17,033	–	–	0.16%	54
2014 Q3	$542K	Sell	17,033 -44	-0.3%	-$1.44K	0.14%	59
2014 Q2	$565K	Hold	17,077	–	–	0.14%	59
2014 Q1	$501K	Hold	17,077	–	–	0.13%	61
2013 Q4	$539K	Sell	17,077 -43	-0.3%	-$1.29K	0.14%	64
2013 Q3	$490K	Buy	17,120 +43	+0.3%	+$1.22K	0.14%	63
2013 Q2	$487K	Buy	+17,077	New	+$516K	0.15%	59

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

J.M. Forbes & Co's WY Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Weyerhaeuser (WY) stake by 5% in Q2 2026, selling an estimated $17.5K and leaving 13,776 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #130.

J.M. Forbes & Co first reported a position in WY in Q2 2013 and has held it in 52 quarters since. The position peaked at $663K in Q4 2021. 898 funds tracked by Wall St. Rank hold WY as of Q2 2026.

J.M. Forbes & Co held 13,776 shares of Weyerhaeuser worth $330K as of Q2 2026.
J.M. Forbes & Co sold 720 Weyerhaeuser shares in Q2 2026, an estimated $17.5K.
Weyerhaeuser made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #130 holding.
J.M. Forbes & Co first reported a position in Weyerhaeuser in Q2 2013 and has held it in 52 quarters since.
J.M. Forbes & Co's Weyerhaeuser position peaked at $663K in Q4 2021.
898 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.