SIMG
WY icon

Sonora Investment Management Group’s Weyerhaeuser WY Stock Holding History

Sonora Investment 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
2025
Q3 		$1.02M Buy
41,064
+2,786
+7% +$71.2K 0.07% 129
2025
Q2 		$983K Sell
38,278
-12,524
-25% -$328K 0.07% 135
2025
Q1 		$1.49M Sell
50,802
-983
-2% -$29.3K 0.12% 111
2024
Q4 		$1.46M Buy
51,785
+18,698
+57% +$583K 0.11% 117
2024
Q3 		$1.12M Sell
33,087
-2,305
-7% -$70.8K 0.08% 127
2024
Q2 		$1.27M Hold
35,392
– – 0.1% 128
2024
Q1 		$1.27M Buy
35,392
+625
+2% +$21.2K 0.1% 128
2023
Q4 		$1.21M Sell
34,767
-996
-3% -$31K 0.1% 125
2023
Q3 		$1.1M Buy
35,763
+1,675
+5% +$55.1K 0.09% 133
2023
Q2 		$1.14M Buy
34,088
+75
+0.2% +$2.26K 0.1% 130
2023
Q1 		$1.02M Sell
34,013
-948
-3% -$29.9K 0.09% 137
2022
Q4 		$1.08M Buy
34,961
+2,897
+9% +$89.8K 0.1% 131
2022
Q3 		$1.06M Hold
32,064
– – 0.14% 100
2022
Q2 		$1.06M Sell
32,064
-74
-0.2% -$2.82K 0.1% 130
2022
Q1 		$1.22M Buy
32,138
+1,480
+5% +$58.7K 0.14% 104
2021
Q4 		$1.26M Buy
+30,658
New +$1.16M 0.15% 101

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Sonora Investment Management Group's WY Position: Q3 2025 in Review

Sonora Investment Management Group increased its Weyerhaeuser (WY) stake by 7.3% in Q3 2025, buying an estimated $71.2K and bringing the position to 41,064 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #129.

Sonora Investment Management Group first reported a position in WY in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.49M in Q1 2025. 851 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Sonora Investment Management Group held 41,064 shares of Weyerhaeuser worth $1.02M as of Q3 2025.
  • Sonora Investment Management Group bought 2,786 Weyerhaeuser shares in Q3 2025, an estimated $71.2K.
  • Weyerhaeuser made up 0.07% of Sonora Investment Management Group's portfolio in Q3 2025, its #129 holding.
  • Sonora Investment Management Group first reported a position in Weyerhaeuser in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Weyerhaeuser position peaked at $1.49M in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.