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Larry Mathis Financial Planning’s Weyerhaeuser WY Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-17,159
Closed -$419K – 194
2026
Q1 		$419K Buy
+17,159
New +$432K 0.38% 67

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Larry Mathis Financial Planning's WY Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 17,159 shares — an estimated $419K sold.

Larry Mathis Financial Planning first reported a position in WY in Q1 2026 and held it in 1 quarter. The position peaked at $419K in Q1 2026. 894 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 17,159 Weyerhaeuser shares in Q2 2026, an estimated $419K.
  • Larry Mathis Financial Planning first reported a position in Weyerhaeuser in Q1 2026 and held it in 1 quarter.
  • Larry Mathis Financial Planning's Weyerhaeuser position peaked at $419K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.