Oakworth Capital’s Weyerhaeuser WY Stock Holding History

Oakworth 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 Q2	$18.1K	Hold	755	–	–	﹤0.01%	615
2026 Q1	$18.4K	Hold	755	–	–	﹤0.01%	590
2025 Q4	$17.9K	Hold	755	–	–	﹤0.01%	580
2025 Q3	$18.7K	Hold	755	–	–	﹤0.01%	564
2025 Q2	$19.4K	Hold	755	–	–	﹤0.01%	447
2025 Q1	$22.1K	Buy	+755	New	+$22.5K	﹤0.01%	447
2024 Q4	–	Sell	-740	Closed	-$25.1K	–	692
2024 Q3	$25.1K	Buy	+740	New	+$22.7K	﹤0.01%	432
2022 Q4	–	Sell	-700	Closed	-$20K	–	608
2022 Q3	$20K	Hold	700	–	–	﹤0.01%	385
2022 Q2	$23K	Hold	700	–	–	﹤0.01%	373
2022 Q1	$27K	Hold	700	–	–	﹤0.01%	361
2021 Q4	$29K	Hold	700	–	–	﹤0.01%	385
2021 Q3	$25K	Hold	700	–	–	﹤0.01%	383
2021 Q2	$24K	Hold	700	–	–	﹤0.01%	394
2021 Q1	$25K	Buy	+700	New	+$23.8K	﹤0.01%	379
2018 Q3	–	Sell	-488	Closed	-$18K	–	634
2018 Q2	$18K	Hold	488	–	–	﹤0.01%	411
2018 Q1	$18K	Sell	488 -1,954	-80%	-$69K	﹤0.01%	382
2017 Q4	$86K	Hold	2,442	–	–	0.02%	234
2017 Q3	$80K	Hold	2,442	–	–	0.02%	241
2017 Q2	$82K	Hold	2,442	–	–	0.02%	237
2017 Q1	$83K	Hold	2,442	–	–	0.02%	233
2016 Q4	$75K	Buy	2,442 +488	+25%	+$15K	0.02%	231
2016 Q3	$62K	Buy	+1,954	New	+$61.8K	0.02%	231

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 $3.38T AUM 44.17% 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

Oakworth Capital's WY Position: Q2 2026 in Review

Oakworth Capital held its Weyerhaeuser (WY) position steady in Q2 2026 at 755 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Oakworth Capital first reported a position in WY in Q3 2016 and has held it in 22 quarters since. The position peaked at $86K in Q4 2017. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Oakworth Capital held 755 shares of Weyerhaeuser worth $18.1K as of Q2 2026.
Oakworth Capital left its Weyerhaeuser share count unchanged in Q2 2026.
Weyerhaeuser made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #615 holding.
Oakworth Capital first reported a position in Weyerhaeuser in Q3 2016 and has held it in 22 quarters since.
Oakworth Capital's Weyerhaeuser position peaked at $86K in Q4 2017.
908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.