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Summit Financial’s Weyerhaeuser WY Stock Holding History

Summit Financial’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 		$844K Buy
35,270
+2,964
+9% +$72K 0.01% 896
2026
Q1 		$789K Sell
32,306
-247
-0.8% -$6.21K 0.01% 860
2025
Q4 		$771K Buy
32,553
+428
+1% +$9.9K 0.01% 745
2025
Q3 		$796K Buy
32,125
+956
+3% +$24.4K 0.01% 721
2025
Q2 		$801K Buy
31,169
+1,646
+6% +$43.1K 0.02% 459
2025
Q1 		$864K Buy
29,523
+3,115
+12% +$92.7K 0.02% 399
2024
Q4 		$743K Buy
+26,408
New +$824K 0.03% 375

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

Summit Financial's WY Position: Q2 2026 in Review

Summit Financial increased its Weyerhaeuser (WY) stake by 9.2% in Q2 2026, buying an estimated $72K and bringing the position to 35,270 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #896.

Summit Financial first reported a position in WY in Q4 2024 and has held it in 7 quarters since. The position peaked at $864K in Q1 2025. 903 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Summit Financial held 35,270 shares of Weyerhaeuser worth $844K as of Q2 2026.
  • Summit Financial bought 2,964 Weyerhaeuser shares in Q2 2026, an estimated $72K.
  • Weyerhaeuser made up 0.01% of Summit Financial's portfolio in Q2 2026, its #896 holding.
  • Summit Financial first reported a position in Weyerhaeuser in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Weyerhaeuser position peaked at $864K in Q1 2025.
  • 903 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.