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Slocum, Gordon & Co’s Weyerhaeuser WY Stock Holding History

Slocum, Gordon & Co’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 		$1.68M Sell
70,093
-8,870
-11% -$215K 1.11% 28
2026
Q1 		$1.93M Sell
78,963
-1,575
-2% -$39.6K 1.31% 25
2025
Q4 		$1.91M Sell
80,538
-12,883
-14% -$298K 1.38% 24
2025
Q3 		$2.32M Sell
93,421
-10,071
-10% -$257K 1.85% 19
2025
Q2 		$2.66M Sell
103,492
-2,696
-3% -$70.5K 2.14% 16
2025
Q1 		$3.11M Buy
106,188
+383
+0.4% +$11.4K 2.32% 16
2024
Q4 		$2.98M Sell
105,805
-8,130
-7% -$254K 2.45% 14
2024
Q3 		$3.86M Sell
113,935
-2,548
-2% -$78.3K 1.55% 16
2024
Q2 		$3.31M Buy
116,483
+28,627
+33% +$886K 2.46% 13
2024
Q1 		$3.15M Sell
87,856
-193
-0.2% -$6.53K 2.34% 15
2023
Q4 		$3.06M Sell
88,049
-251
-0.3% -$7.81K 2.69% 12
2023
Q3 		$2.71M Hold
88,300
– – 2.36% 13
2023
Q2 		$2.96M Sell
88,300
-1,220
-1% -$36.7K 2.15% 14
2023
Q1 		$2.7M Sell
89,520
-13,156
-13% -$415K 2.24% 14
2022
Q4 		$3.18M Buy
+102,676
New +$3.18M 2.05% 17

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Slocum, Gordon & Co's WY Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Weyerhaeuser (WY) stake by 11% in Q2 2026, selling an estimated $215K and leaving 70,093 shares worth $1.68M. The position accounts for 1.11% of the portfolio, ranked #28.

Slocum, Gordon & Co first reported a position in WY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q3 2024. 281 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Slocum, Gordon & Co held 70,093 shares of Weyerhaeuser worth $1.68M as of Q2 2026.
  • Slocum, Gordon & Co sold 8,870 Weyerhaeuser shares in Q2 2026, an estimated $215K.
  • Weyerhaeuser made up 1.11% of Slocum, Gordon & Co's portfolio in Q2 2026, its #28 holding.
  • Slocum, Gordon & Co first reported a position in Weyerhaeuser in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Weyerhaeuser position peaked at $3.86M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.