Private Wealth Management Group’s Weyerhaeuser WY Stock Holding History

Private Wealth Management Group’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	$4.72K	Buy	197 +170	+630%	+$4.13K	﹤0.01%	869
2026 Q1	$660	Hold	27	–	–	﹤0.01%	1328
2025 Q4	$640	Sell	27 -284	-91%	-$6.57K	﹤0.01%	1360
2025 Q3	$7.71K	Buy	311 +110	+55%	+$2.81K	﹤0.01%	615
2025 Q2	$5.16K	Sell	201 -34	-14%	-$890	﹤0.01%	742
2025 Q1	$6.88K	Sell	235 -4	-2%	-$119	﹤0.01%	601
2024 Q4	$6.73K	Buy	239 +15	+7%	+$468	﹤0.01%	624
2024 Q3	$7.58K	Buy	224 +71	+46%	+$2.18K	﹤0.01%	559
2024 Q2	$4.34K	Sell	153 -28	-15%	-$866	﹤0.01%	752
2024 Q1	$6.5K	Hold	181	–	–	﹤0.01%	542
2023 Q4	$6.29K	Buy	+181	New	+$5.63K	﹤0.01%	554

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 $59.9B AUM 27.01% 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 $3.37T AUM 44.26% 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

Private Wealth Management Group's WY Position: Q2 2026 in Review

Private Wealth Management Group increased its Weyerhaeuser (WY) stake by 630% in Q2 2026, buying an estimated $4.13K and bringing the position to 197 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Private Wealth Management Group first reported a position in WY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.71K in Q3 2025. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Private Wealth Management Group held 197 shares of Weyerhaeuser worth $4.72K as of Q2 2026.
Private Wealth Management Group bought 170 Weyerhaeuser shares in Q2 2026, an estimated $4.13K.
Weyerhaeuser made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #869 holding.
Private Wealth Management Group first reported a position in Weyerhaeuser in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Weyerhaeuser position peaked at $7.71K in Q3 2025.
896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.