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Summit X LLC’s Weyerhaeuser WY Stock Holding History

Summit X LLC’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
2025
Q2 		– Sell
-7,133
Closed -$209K – 270
2025
Q1 		$209K Buy
7,133
+5
+0.1% +$149 0.04% 217
2024
Q4 		$201K Buy
7,128
+1
+0% +$31 0.04% 214
2024
Q3 		$202K Hold
7,127
– – 0.05% 204
2024
Q2 		$202K Buy
7,127
+2
+0% +$62 0.05% 228
2024
Q1 		$256K Buy
+7,125
New +$241K 0.07% 174

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit X LLC's WY Position: Q2 2025 in Review

Summit X LLC sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 7,133 shares — an estimated $209K sold.

Summit X LLC first reported a position in WY in Q1 2024 and held it in 5 quarters. The position peaked at $256K in Q1 2024. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Summit X LLC reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Summit X LLC sold 7,133 Weyerhaeuser shares in Q2 2025, an estimated $209K.
  • Summit X LLC first reported a position in Weyerhaeuser in Q1 2024 and held it in 5 quarters.
  • Summit X LLC's Weyerhaeuser position peaked at $256K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Summit X LLC's 13F filing for Q2 2025, filed 7 Aug 2025.