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Medallion Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Medallion Wealth Advisors’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
Q1 		$7.82K Hold
320
– – ﹤0.01% 802
2025
Q4 		$7.58K Hold
320
– – ﹤0.01% 791
2025
Q3 		$7.93K Hold
320
– – ﹤0.01% 788
2025
Q2 		$8.4K Hold
320
– – ﹤0.01% 757
2025
Q1 		$9.32K Buy
+320
New +$9.52K ﹤0.01% 696

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Medallion Wealth Advisors's WY Position: Q1 2026 in Review

Medallion Wealth Advisors held its Weyerhaeuser (WY) position steady in Q1 2026 at 320 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Medallion Wealth Advisors first reported a position in WY in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.32K in Q1 2025. 897 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Medallion Wealth Advisors held 320 shares of Weyerhaeuser worth $7.82K as of Q1 2026.
  • Medallion Wealth Advisors left its Weyerhaeuser share count unchanged in Q1 2026.
  • Weyerhaeuser made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #802 holding.
  • Medallion Wealth Advisors first reported a position in Weyerhaeuser in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Weyerhaeuser position peaked at $9.32K in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.