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 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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management

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

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

Bank of New York Mellon

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

T. Rowe Price Associates

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