Oakum Bay Capital’s Weyerhaeuser WY Stock Holding History

Oakum Bay Capital’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	$3.85M	Buy	157,574 +43,000	+38%	+$1.08M	2.06%	11
2025 Q4	$2.71M	Buy	+114,574	New	+$2.65M	1.33%	15

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oakum Bay Capital's WY Position: Q1 2026 in Review

Oakum Bay Capital increased its Weyerhaeuser (WY) stake by 38% in Q1 2026, buying an estimated $1.08M and bringing the position to 157,574 shares worth $3.85M. The position accounts for 2.06% of the portfolio, ranked #11.

Oakum Bay Capital first reported a position in WY in Q4 2025 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Oakum Bay Capital held 157,574 shares of Weyerhaeuser worth $3.85M as of Q1 2026.
Oakum Bay Capital bought 43,000 Weyerhaeuser shares in Q1 2026, an estimated $1.08M.
Weyerhaeuser made up 2.06% of Oakum Bay Capital's portfolio in Q1 2026, its #11 holding.
Oakum Bay Capital first reported a position in Weyerhaeuser in Q4 2025 and has held it in 2 quarters since.
901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.