Summit Securities Group
WY icon

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
Q4 		– Sell
-300
Closed -$9K – 1417
2022
Q3 		$9K Hold
300
– – ﹤0.01% 801
2022
Q2 		$10K Buy
+300
New +$11.4K ﹤0.01% 840
2022
Q1 		– Sell
-3,000
Closed -$124K – 1401
2021
Q4 		$124K Buy
+3,000
New +$114K 0.01% 673
2020
Q3 		– Sell
-242
Closed -$544K – 516
2020
Q2 		$544K Buy
+242
New +$4.9K 0.07% 225

Other funds holding WY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Securities Group's WY Position: Q3 2026 in Review

Summit Securities Group increased its Weyerhaeuser (WY) stake by 9,442% in Q3 2026, buying an estimated $368K and bringing the position to 15,935 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #262.

Summit Securities Group first reported a position in WY in Q2 2013 and has held it in 24 quarters since. The position peaked at $376K in Q3 2014. 715 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Summit Securities Group held 15,935 shares of Weyerhaeuser worth $304K as of Q3 2026.
  • Summit Securities Group bought 15,768 Weyerhaeuser shares in Q3 2026, an estimated $368K.
  • Weyerhaeuser made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #262 holding.
  • Summit Securities Group first reported a position in Weyerhaeuser in Q2 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Weyerhaeuser position peaked at $376K in Q3 2014.
  • 715 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.