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Summit Securities Group’s Weyerhaeuser WY Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-3,000
Closed -$124K – 1400
2021
Q4 		$124K Buy
+3,000
New +$114K 0.01% 672
2020
Q3 		– Sell
-242
Closed -$544K – 515
2020
Q2 		$544K Buy
+242
New +$4.9K 0.07% 224

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 Securities Group's WY Position: Q1 2026 in Review

Summit Securities Group reduced its Weyerhaeuser (WY) stake by 89% in Q1 2026, selling an estimated $24K and leaving 118 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Summit Securities Group first reported a position in WY in Q2 2013 and has held it in 22 quarters since. The position peaked at $376K in Q3 2014. 896 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Summit Securities Group held 118 shares of Weyerhaeuser worth $2.88K as of Q1 2026.
  • Summit Securities Group sold 954 Weyerhaeuser shares in Q1 2026, an estimated $24K.
  • Weyerhaeuser made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #895 holding.
  • Summit Securities Group first reported a position in Weyerhaeuser in Q2 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Weyerhaeuser position peaked at $376K in Q3 2014.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.