L.J. Altfest & Co’s Weyerhaeuser WY Stock Holding History

L.J. Altfest & 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
2025 Q3	–	Sell	-14,401	Closed	-$370K	–	376
2025 Q2	$370K	Sell	14,401 -13,436	-48%	-$352K	0.04%	258
2025 Q1	$815K	Buy	+27,837	New	+$828K	0.1%	140

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

L.J. Altfest & Co's WY Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 14,401 shares — an estimated $370K sold.

L.J. Altfest & Co first reported a position in WY in Q1 2025 and held it in 2 quarters. The position peaked at $815K in Q1 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

L.J. Altfest & Co reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
L.J. Altfest & Co sold 14,401 Weyerhaeuser shares in Q3 2025, an estimated $370K.
L.J. Altfest & Co first reported a position in Weyerhaeuser in Q1 2025 and held it in 2 quarters.
L.J. Altfest & Co's Weyerhaeuser position peaked at $815K in Q1 2025.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.