Lloyd Advisory Services’s Weyerhaeuser WY Stock Holding History

Lloyd Advisory Services’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	$43.5K	Buy	+1,816	New	+$44.1K	0.02%	252
2026 Q1	–	Sell	-1,816	Closed	-$43K	–	1052
2025 Q4	$43K	Buy	+1,816	New	+$42K	0.02%	253
2022 Q2	–	Sell	-1,787	Closed	-$68K	–	568
2022 Q1	$68K	Buy	1,787 +74	+4%	+$2.93K	0.03%	198
2021 Q4	$71K	Buy	1,713 +30	+2%	+$1.14K	0.03%	162
2021 Q3	$60K	Buy	+1,683	New	+$59K	0.03%	147
2021 Q2	–	Hold	0	–	–	–	141
2021 Q1	–	Hold	0	–	–	–	129
2020 Q4	–	Hold	0	–	–	–	110
2020 Q3	–	Hold	0	–	–	–	105
2020 Q2	–	Hold	0	–	–	–	129
2020 Q1	–	Hold	0	–	–	–	130
2019 Q4	–	Hold	0	–	–	–	120

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's WY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Weyerhaeuser (WY) in Q2 2026: 1,816 shares worth $43.5K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in WY as recently as Q4 2025.

Lloyd Advisory Services first reported a position in WY in Q3 2021 and has held it in 5 quarters since. The position peaked at $71K in Q4 2021. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Lloyd Advisory Services held 1,816 shares of Weyerhaeuser worth $43.5K as of Q2 2026.
Weyerhaeuser was a new Lloyd Advisory Services position in Q2 2026.
Weyerhaeuser made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #252 holding.
Lloyd Advisory Services first reported a position in Weyerhaeuser in Q3 2021 and has held it in 5 quarters since.
Lloyd Advisory Services's Weyerhaeuser position peaked at $71K in Q4 2021.
908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.