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Pinnacle Wealth Planning Services’s Weyerhaeuser WY Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.3K Sell
1,097
-54
-5% -$1.31K ﹤0.01% 1656
2026
Q1 		$28.1K Sell
1,151
-112
-9% -$2.82K ﹤0.01% 1521
2025
Q4 		$29.9K Buy
+1,263
New +$29.2K ﹤0.01% 1520
2021
Q1 		– Sell
-2,326
Closed -$78K – 1980
2020
Q4 		$78K Buy
+2,326
New +$70K 0.02% 581

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's WY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Weyerhaeuser (WY) stake by 4.7% in Q2 2026, selling an estimated $1.31K and leaving 1,097 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Pinnacle Wealth Planning Services first reported a position in WY in Q4 2020 and has held it in 4 quarters since. The position peaked at $78K in Q4 2020. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,097 shares of Weyerhaeuser worth $26.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 54 Weyerhaeuser shares in Q2 2026, an estimated $1.31K.
  • Weyerhaeuser made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1656 holding.
  • Pinnacle Wealth Planning Services first reported a position in Weyerhaeuser in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Weyerhaeuser position peaked at $78K in Q4 2020.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.