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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
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 $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

Summit Financial's WY Position: Q1 2026 in Review

Summit Financial reduced its Weyerhaeuser (WY) stake by 0.76% in Q1 2026, selling an estimated $6.21K and leaving 32,306 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #860.

Summit Financial first reported a position in WY in Q4 2024 and has held it in 6 quarters since. The position peaked at $864K in Q1 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Summit Financial held 32,306 shares of Weyerhaeuser worth $789K as of Q1 2026.
  • Summit Financial sold 247 Weyerhaeuser shares in Q1 2026, an estimated $6.21K.
  • Weyerhaeuser made up 0.01% of Summit Financial's portfolio in Q1 2026, its #860 holding.
  • Summit Financial first reported a position in Weyerhaeuser in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Weyerhaeuser position peaked at $864K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.