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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
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 $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

Pinnacle Wealth Planning Services's WY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Weyerhaeuser (WY) stake by 8.9% in Q1 2026, selling an estimated $2.82K and leaving 1,151 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Pinnacle Wealth Planning Services first reported a position in WY in Q4 2020 and has held it in 3 quarters since. The position peaked at $78K in Q4 2020. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,151 shares of Weyerhaeuser worth $28.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 112 Weyerhaeuser shares in Q1 2026, an estimated $2.82K.
  • Weyerhaeuser made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1521 holding.
  • Pinnacle Wealth Planning Services first reported a position in Weyerhaeuser in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Weyerhaeuser position peaked at $78K in Q4 2020.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.