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Keudell/Morrison Wealth Management’s Weyerhaeuser WY Stock Holding History

Keudell/Morrison Wealth 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
Q2 		$223K Buy
9,322
+100
+1% +$2.43K 0.04% 241
2026
Q1 		$225K Sell
9,222
-1,162
-11% -$29.2K 0.05% 218
2025
Q4 		$246K Buy
+10,384
New +$240K 0.05% 203
2025
Q2 		$484K Buy
18,827
+1,485
+9% +$38.9K 0.11% 122
2025
Q1 		$508K Sell
17,342
-16
-0.1% -$476 0.12% 109
2024
Q4 		$489K Buy
17,358
+983
+6% +$30.7K 0.13% 108
2024
Q3 		$554K Sell
16,375
-22
-0.1% -$676 0.15% 105
2024
Q2 		$466K Sell
16,397
-61
-0.4% -$1.89K 0.14% 118
2024
Q1 		$591K Buy
16,458
+274
+2% +$9.27K 0.18% 97
2023
Q4 		$563K Sell
16,184
-648
-4% -$20.2K 0.19% 98
2023
Q3 		$516K Sell
16,832
-749
-4% -$24.7K 0.16% 97
2023
Q2 		$589K Sell
17,581
-8
-0% -$241 0.17% 93
2023
Q1 		$530K Sell
17,589
-2,235
-11% -$70.5K 0.16% 97
2022
Q4 		$615K Sell
19,824
-8,943
-31% -$277K 0.2% 86
2022
Q3 		$822K Sell
28,767
-3,750
-12% -$128K 0.31% 63
2022
Q2 		$1.08M Sell
32,517
-1,298
-4% -$49.5K 0.39% 54
2022
Q1 		$1.28M Sell
33,815
-1,644
-5% -$65.2K 0.54% 52
2021
Q4 		$1.46M Sell
35,459
-1,993
-5% -$75.7K 0.58% 39
2021
Q3 		$1.33M Buy
37,452
+535
+1% +$18.7K 0.57% 44
2021
Q2 		$1.27M Buy
36,917
+1,635
+5% +$60.7K 0.7% 46
2021
Q1 		$1.26M Sell
35,282
-1,527
-4% -$52K 0.73% 43
2020
Q4 		$1.23M Buy
36,809
+203
+0.6% +$6.11K 0.78% 39
2020
Q3 		$1.04M Sell
36,606
-36,096
-50% -$991K 0.67% 42
2020
Q2 		$1.64M Buy
72,702
+33,191
+84% +$672K 1.36% 17
2020
Q1 		$670K Buy
39,511
+4,823
+14% +$127K 0.66% 55
2019
Q4 		$1.05M Sell
34,688
-221
-0.6% -$6.41K 0.72% 45
2019
Q3 		$967K Buy
34,909
+1,757
+5% +$45.8K 0.8% 44
2019
Q2 		$818K Buy
33,152
+3,059
+10% +$77.8K 0.72% 46
2019
Q1 		$793K Buy
+30,093
New +$758K 0.7% 50

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Keudell/Morrison Wealth Management's WY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Weyerhaeuser (WY) stake by 1.1% in Q2 2026, buying an estimated $2.43K and bringing the position to 9,322 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #241.

Keudell/Morrison Wealth Management first reported a position in WY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.64M in Q2 2020. 127 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Keudell/Morrison Wealth Management held 9,322 shares of Weyerhaeuser worth $223K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 100 Weyerhaeuser shares in Q2 2026, an estimated $2.43K.
  • Weyerhaeuser made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Keudell/Morrison Wealth Management first reported a position in Weyerhaeuser in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Weyerhaeuser position peaked at $1.64M in Q2 2020.
  • 127 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.