Means Investment Company’s Weyerhaeuser WY Stock Holding History

Means Investment Company’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
2025 Q4	–	Sell	-10,329	Closed	-$256K	–	197
2025 Q3	$256K	Buy	10,329 +133	+1%	+$3.4K	0.02%	171
2025 Q2	$262K	Buy	10,196 +63	+0.6%	+$1.65K	0.02%	170
2025 Q1	$297K	Buy	10,133 +38	+0.4%	+$1.13K	0.03%	155
2024 Q4	$284K	Buy	10,095 +34	+0.3%	+$1.06K	0.03%	168
2024 Q3	$341K	Buy	10,061 +45	+0.4%	+$1.38K	0.04%	153
2024 Q2	$284K	Buy	10,016 +47	+0.5%	+$1.45K	0.03%	160
2024 Q1	$358K	Buy	9,969 +66	+0.7%	+$2.23K	0.05%	148
2023 Q4	$344K	Sell	9,903 -334	-3%	-$10.4K	0.05%	146
2023 Q3	$314K	Buy	10,237 +41	+0.4%	+$1.35K	0.05%	156
2023 Q2	$342K	Buy	+10,196	New	+$307K	0.05%	148
2022 Q1	–	Sell	-4,989	Closed	-$205K	–	223
2021 Q4	$205K	Buy	+4,989	New	+$189K	0.04%	187

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Means Investment Company's WY Position: Q4 2025 in Review

Means Investment Company sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 10,329 shares — an estimated $256K sold.

Means Investment Company first reported a position in WY in Q4 2021 and held it in 11 quarters. The position peaked at $358K in Q1 2024. 873 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Means Investment Company reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Means Investment Company sold 10,329 Weyerhaeuser shares in Q4 2025, an estimated $256K.
Means Investment Company first reported a position in Weyerhaeuser in Q4 2021 and held it in 11 quarters.
Means Investment Company's Weyerhaeuser position peaked at $358K in Q1 2024.
873 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Means Investment Company's 13F filing for Q4 2025, filed 26 Jan 2026.