TwinBeech Capital’s Weyerhaeuser WY Stock Holding History

TwinBeech Capital’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	–	Sell	-72,200	Closed	-$1.71M	–	863
2025 Q4	$1.71M	Buy	+72,200	New	+$1.67M	0.12%	216
2025 Q2	–	Sell	-55,216	Closed	-$1.62M	–	1016
2025 Q1	$1.62M	Buy	+55,216	New	+$1.64M	0.03%	419
2024 Q2	–	Sell	-23,225	Closed	-$834K	–	815
2024 Q1	$834K	Buy	23,225 +11,886	+105%	+$402K	0.02%	434
2023 Q4	$394K	Sell	11,339 -242,772	-96%	-$7.55M	0.01%	563
2023 Q3	$7.79M	Buy	254,111 +94,090	+59%	+$3.1M	0.15%	187
2023 Q2	$5.36M	Buy	160,021 +15,908	+11%	+$479K	0.11%	230
2023 Q1	$4.34M	Buy	144,113 +102,935	+250%	+$3.24M	0.09%	254
2022 Q4	$1.28M	Buy	+41,178	New	+$1.28M	0.02%	490
2021 Q2	–	Sell	-21,400	Closed	-$762K	–	680
2021 Q1	$762K	Buy	+21,400	New	+$729K	0.11%	233

Other funds holding WY

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 New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TwinBeech Capital's WY Position: Q1 2026 in Review

TwinBeech Capital sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 72,200 shares — an estimated $1.71M sold.

TwinBeech Capital first reported a position in WY in Q1 2021 and held it in 9 quarters. The position peaked at $7.79M in Q3 2023. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

TwinBeech Capital reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 72,200 Weyerhaeuser shares in Q1 2026, an estimated $1.71M.
TwinBeech Capital first reported a position in Weyerhaeuser in Q1 2021 and held it in 9 quarters.
TwinBeech Capital's Weyerhaeuser position peaked at $7.79M in Q3 2023.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.