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Lantz Financial’s Weyerhaeuser WY Stock Holding History

Lantz Financial’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
Q4 		– Sell
-32,852
Closed -$814K – 257
2025
Q3 		$814K Sell
32,852
-3,413
-9% -$87.3K 0.18% 129
2025
Q2 		$932K Sell
36,265
-985
-3% -$25.8K 0.23% 104
2025
Q1 		$1.09M Sell
37,250
-1,540
-4% -$45.8K 0.3% 87
2024
Q4 		$1.09M Sell
38,790
-127
-0.3% -$3.96K 0.29% 84
2024
Q3 		$1.32M Buy
38,917
+4
+0% +$123 0.36% 78
2024
Q2 		$1.1M Buy
38,913
+55
+0.1% +$1.7K 0.34% 82
2024
Q1 		$1.4M Sell
38,858
-187
-0.5% -$6.33K 0.45% 68
2023
Q4 		$1.36M Sell
39,045
-5,527
-12% -$172K 0.49% 66
2023
Q3 		$1.37M Sell
44,572
-1,308
-3% -$43.1K 0.54% 52
2023
Q2 		$1.54M Sell
45,880
-195
-0.4% -$5.87K 0.6% 51
2023
Q1 		$1.39M Buy
46,075
+55
+0.1% +$1.73K 0.58% 55
2022
Q4 		$1.43M Buy
46,020
+566
+1% +$17.5K 0.65% 47
2022
Q3 		$1.3M Buy
45,454
+163
+0.4% +$5.55K 0.68% 45
2022
Q2 		$1.5M Buy
45,291
+10
+0% +$381 0.68% 43
2022
Q1 		$1.72M Buy
45,281
+219
+0.5% +$8.68K 0.7% 37
2021
Q4 		$1.86M Buy
45,062
+544
+1% +$20.7K 0.85% 32
2021
Q3 		$1.58M Buy
44,518
+370
+0.8% +$13K 0.81% 35
2021
Q2 		$1.52M Sell
44,148
-265
-0.6% -$9.83K 0.78% 37
2021
Q1 		$1.58M Sell
44,413
-507
-1% -$17.3K 0.9% 32
2020
Q4 		$1.51M Sell
44,920
-891
-2% -$26.8K 0.94% 27
2020
Q3 		$1.31M Buy
45,811
+617
+1% +$16.9K 0.88% 34
2020
Q2 		$1.01M Buy
45,194
+2,165
+5% +$43.8K 0.73% 47
2020
Q1 		$729K Sell
43,029
-507
-1% -$13.3K 0.57% 55
2019
Q4 		$1.31M Buy
43,536
+491
+1% +$14.2K 0.78% 46
2019
Q3 		$1.15M Buy
43,045
+475
+1% +$12.4K 0.78% 43
2019
Q2 		$1.13M Buy
42,570
+1,198
+3% +$30.4K 0.76% 45
2019
Q1 		$1.09M Buy
+41,372
New +$1.04M 0.79% 48

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lantz Financial's WY Position: Q4 2025 in Review

Lantz Financial sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 32,852 shares — an estimated $814K sold.

Lantz Financial first reported a position in WY in Q1 2019 and held it in 27 quarters. The position peaked at $1.86M in Q4 2021. 872 funds tracked by Wall St. Rank hold WY as of Q4 2025.

  • Lantz Financial reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
  • Lantz Financial sold 32,852 Weyerhaeuser shares in Q4 2025, an estimated $814K.
  • Lantz Financial first reported a position in Weyerhaeuser in Q1 2019 and held it in 27 quarters.
  • Lantz Financial's Weyerhaeuser position peaked at $1.86M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.