Mark Sheptoff Financial Planning’s Weyerhaeuser WY Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-300	Closed	-$7.11K	–	540
2026 Q1	$7.11K	Hold	300	–	–	﹤0.01%	384
2025 Q4	$7.11K	Buy	+300	New	+$6.94K	﹤0.01%	385
2021 Q3	–	Sell	-250	Closed	-$9K	–	431
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	337
2021 Q1	$9K	Buy	+250	New	+$8.51K	0.01%	297
2020 Q2	–	Sell	-64	Closed	-$1K	–	373
2020 Q1	$1K	Sell	64 -100	-61%	-$2.63K	﹤0.01%	332
2019 Q4	$5K	Hold	164	–	–	﹤0.01%	322
2019 Q3	$5K	Sell	164 -400	-71%	-$10.4K	﹤0.01%	307
2019 Q2	$15K	Hold	564	–	–	0.01%	235
2019 Q1	$15K	Hold	564	–	–	0.01%	233
2018 Q4	$12K	Hold	564	–	–	0.01%	230
2018 Q3	$18K	Hold	564	–	–	0.01%	247
2018 Q2	$21K	Hold	564	–	–	0.02%	222
2018 Q1	$20K	Hold	564	–	–	0.01%	236
2017 Q4	$20K	Hold	564	–	–	0.01%	238
2017 Q3	$19K	Hold	564	–	–	0.01%	245
2017 Q2	$19K	Sell	564 -1	-0.2%	-$34	0.01%	234
2017 Q1	$19K	Buy	565 +1	+0.2%	+$33	0.01%	232
2016 Q4	$17K	Hold	564	–	–	0.01%	233
2016 Q3	$18K	Hold	564	–	–	0.01%	224
2016 Q2	$17K	Hold	564	–	–	0.01%	219
2016 Q1	$17K	Buy	564 +64	+13%	+$1.71K	0.01%	219
2015 Q4	$15K	Hold	500	–	–	0.01%	243
2015 Q3	$14K	Hold	500	–	–	0.01%	229
2015 Q2	$16K	Hold	500	–	–	0.01%	242
2015 Q1	$17K	Buy	+500	New	+$17.5K	0.01%	234

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 $3.37T AUM 44.26% 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

Mark Sheptoff Financial Planning's WY Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 300 shares — an estimated $7.11K sold.

Mark Sheptoff Financial Planning first reported a position in WY in Q1 2015 and held it in 25 quarters. The position peaked at $21K in Q2 2018. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Weyerhaeuser shares in Q2 2026, an estimated $7.11K.
Mark Sheptoff Financial Planning first reported a position in Weyerhaeuser in Q1 2015 and held it in 25 quarters.
Mark Sheptoff Financial Planning's Weyerhaeuser position peaked at $21K in Q2 2018.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.