LWM
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Lodestone Wealth Management’s Weyerhaeuser WY Stock Holding History

Lodestone Wealth Management’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 		$26.5K Sell
1,106
-749
-40% -$18.2K 0.01% 382
2026
Q1 		$45.3K Buy
1,855
+10
+0.5% +$251 0.02% 307
2025
Q4 		$43.7K Buy
+1,845
New +$42.7K 0.02% 306
2023
Q2 		– Sell
-14,069
Closed -$424K – 133
2023
Q1 		$424K Sell
14,069
-1,503
-10% -$47.4K 0.33% 77
2022
Q4 		$483K Buy
+15,572
New +$483K 0.39% 68

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

Lodestone Wealth Management's WY Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Weyerhaeuser (WY) stake by 40% in Q2 2026, selling an estimated $18.2K and leaving 1,106 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #382.

Lodestone Wealth Management first reported a position in WY in Q4 2022 and has held it in 5 quarters since. The position peaked at $483K in Q4 2022. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Lodestone Wealth Management held 1,106 shares of Weyerhaeuser worth $26.5K as of Q2 2026.
  • Lodestone Wealth Management sold 749 Weyerhaeuser shares in Q2 2026, an estimated $18.2K.
  • Weyerhaeuser made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Lodestone Wealth Management first reported a position in Weyerhaeuser in Q4 2022 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Weyerhaeuser position peaked at $483K in Q4 2022.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.