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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
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 $6.73T 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 Securities Group's WY Position: Q2 2026 in Review

Summit Securities Group increased its Weyerhaeuser (WY) stake by 42% in Q2 2026, buying an estimated $1.19K and bringing the position to 167 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Summit Securities Group first reported a position in WY in Q2 2013 and has held it in 23 quarters since. The position peaked at $376K in Q3 2014. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Summit Securities Group held 167 shares of Weyerhaeuser worth $4K as of Q2 2026.
  • Summit Securities Group bought 49 Weyerhaeuser shares in Q2 2026, an estimated $1.19K.
  • Weyerhaeuser made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1018 holding.
  • Summit Securities Group first reported a position in Weyerhaeuser in Q2 2013 and has held it in 23 quarters since.
  • Summit Securities Group's Weyerhaeuser position peaked at $376K in Q3 2014.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.