MWM
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Mission Wealth Management’s Weyerhaeuser WY Stock Holding History

Mission Wealth Management’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 		$546K Buy
22,814
+3,633
+19% +$88.2K 0.01% 657
2026
Q1 		$469K Sell
19,181
-4,026
-17% -$101K 0.01% 511
2025
Q4 		$550K Sell
23,207
-165
-0.7% -$3.82K 0.01% 470
2025
Q3 		$579K Buy
23,372
+14
+0.1% +$358 0.01% 455
2025
Q2 		$600K Sell
23,358
-9
-0% -$236 0.01% 431
2025
Q1 		$684K Sell
23,367
-40
-0.2% -$1.19K 0.02% 386
2024
Q4 		$659K Sell
23,407
-30
-0.1% -$936 0.02% 369
2024
Q3 		$794K Sell
23,437
-1,029
-4% -$31.6K 0.02% 338
2024
Q2 		$695K Sell
24,466
-33
-0.1% -$1.02K 0.02% 343
2024
Q1 		$880K Buy
24,499
+82
+0.3% +$2.77K 0.02% 318
2023
Q4 		$849K Sell
24,417
-18
-0.1% -$560 0.03% 272
2023
Q3 		$749K Buy
24,435
+3,955
+19% +$130K 0.03% 268
2023
Q2 		$686K Sell
20,480
-26
-0.1% -$783 0.03% 289
2023
Q1 		$618K Sell
20,506
-43
-0.2% -$1.35K 0.03% 297
2022
Q4 		$637K Buy
20,549
+35
+0.2% +$1.08K 0.03% 278
2022
Q3 		$586K Sell
20,514
-195
-0.9% -$6.64K 0.03% 272
2022
Q2 		$686K Buy
20,709
+201
+1% +$7.66K 0.04% 254
2022
Q1 		$777K Sell
20,508
-54
-0.3% -$2.14K 0.04% 238
2021
Q4 		$847K Buy
20,562
+53
+0.3% +$2.01K 0.04% 213
2021
Q3 		$729K Sell
20,509
-2,264
-10% -$79.3K 0.04% 226
2021
Q2 		$784K Buy
22,773
+2,604
+13% +$96.6K 0.04% 204
2021
Q1 		$718K Buy
20,169
+23
+0.1% +$783 0.04% 196
2020
Q4 		$675K Buy
20,146
+185
+0.9% +$5.57K 0.04% 186
2020
Q3 		$569K Buy
+19,961
New +$548K 0.04% 184

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

Mission Wealth Management's WY Position: Q2 2026 in Review

Mission Wealth Management increased its Weyerhaeuser (WY) stake by 19% in Q2 2026, buying an estimated $88.2K and bringing the position to 22,814 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #657.

Mission Wealth Management first reported a position in WY in Q3 2020 and has held it in 24 quarters since. The position peaked at $880K in Q1 2024. 197 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Mission Wealth Management held 22,814 shares of Weyerhaeuser worth $546K as of Q2 2026.
  • Mission Wealth Management bought 3,633 Weyerhaeuser shares in Q2 2026, an estimated $88.2K.
  • Weyerhaeuser made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Mission Wealth Management first reported a position in Weyerhaeuser in Q3 2020 and has held it in 24 quarters since.
  • Mission Wealth Management's Weyerhaeuser position peaked at $880K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.