LI
WY icon

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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return