Warburton Capital Management’s Weyerhaeuser WY Stock Holding History

Warburton Capital Management’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 Q2	–	Sell	-8,080	Closed	-$200K	–	83
2026 Q1	$200K	Buy	+8,080	New	+$203K	0.1%	66
2025 Q4	–	Sell	-8,080	Closed	-$201K	–	68
2025 Q3	$201K	Hold	8,080	–	–	0.12%	59
2025 Q2	$209K	Hold	8,080	–	–	0.12%	57
2025 Q1	$236K	Hold	8,080	–	–	0.17%	41
2024 Q4	$227K	Buy	+8,080	New	+$252K	0.17%	34

Other funds holding WY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Warburton Capital Management's WY Position: Q2 2026 in Review

Warburton Capital Management sold out of Weyerhaeuser (WY) in Q2 2026, closing a stake of 8,080 shares — an estimated $200K sold.

Warburton Capital Management first reported a position in WY in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q1 2025. 487 funds tracked by Wall St. Rank hold WY as of Q2 2026.

Warburton Capital Management reported no remaining Weyerhaeuser position as of Q2 2026 after selling out during the quarter.
Warburton Capital Management sold 8,080 Weyerhaeuser shares in Q2 2026, an estimated $200K.
Warburton Capital Management first reported a position in Weyerhaeuser in Q4 2024 and held it in 5 quarters.
Warburton Capital Management's Weyerhaeuser position peaked at $236K in Q1 2025.
487 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.