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LRI Investments’s Weyerhaeuser WY Stock Holding History

LRI Investments’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 		$153K Buy
6,385
+4,196
+192% +$102K 0.01% 381
2026
Q1 		$53.5K Buy
2,189
+1,616
+282% +$40.6K ﹤0.01% 506
2025
Q4 		$13.6K Sell
573
-3,402
-86% -$78.7K ﹤0.01% 788
2025
Q3 		$98.5K Buy
3,975
+757
+24% +$19.4K 0.01% 416
2025
Q2 		$82.7K Buy
3,218
+2,974
+1,219% +$77.8K 0.01% 463
2025
Q1 		$7.14K Hold
244
– – ﹤0.01% 855
2024
Q4 		$6.87K Hold
244
– – ﹤0.01% 857
2024
Q3 		$7.53K Buy
+244
New +$7.5K ﹤0.01% 834

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 $60.8B AUM 26.63% 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

LRI Investments's WY Position: Q2 2026 in Review

LRI Investments increased its Weyerhaeuser (WY) stake by 192% in Q2 2026, buying an estimated $102K and bringing the position to 6,385 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #381.

LRI Investments first reported a position in WY in Q3 2024 and has held it in 8 quarters since. 904 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • LRI Investments held 6,385 shares of Weyerhaeuser worth $153K as of Q2 2026.
  • LRI Investments bought 4,196 Weyerhaeuser shares in Q2 2026, an estimated $102K.
  • Weyerhaeuser made up 0.01% of LRI Investments's portfolio in Q2 2026, its #381 holding.
  • LRI Investments first reported a position in Weyerhaeuser in Q3 2024 and has held it in 8 quarters since.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.