Wedmont Private Capital’s Weyerhaeuser WY Stock Holding History

Wedmont Private 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
2025 Q2	–	Sell	-7,935	Closed	-$205K	–	773
2025 Q1	$205K	Sell	7,935 -142	-2%	-$4.22K	0.01%	658
2024 Q4	$220K	Sell	8,077 -227	-3%	-$7.08K	0.01%	639
2024 Q3	$273K	Buy	8,304 +350	+4%	+$10.8K	0.02%	540
2024 Q2	$233K	Sell	7,954 -4,589	-37%	-$142K	0.01%	569
2024 Q1	$439K	Sell	12,543 -70	-0.6%	-$2.37K	0.03%	354
2023 Q4	$429K	Buy	12,613 +2,305	+22%	+$71.7K	0.04%	344
2023 Q3	$309K	Buy	10,308 +341	+3%	+$11.2K	0.03%	368
2023 Q2	$340K	Sell	9,967 -412	-4%	-$12.4K	0.04%	349
2023 Q1	$316K	Buy	10,379 +811	+8%	+$25.6K	0.04%	329
2022 Q4	$302K	Buy	+9,568	New	+$297K	0.05%	334

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Wedmont Private Capital's WY Position: Q2 2025 in Review

Wedmont Private Capital sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 7,935 shares — an estimated $205K sold.

Wedmont Private Capital first reported a position in WY in Q4 2022 and held it in 10 quarters. The position peaked at $439K in Q1 2024. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Wedmont Private Capital reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Wedmont Private Capital sold 7,935 Weyerhaeuser shares in Q2 2025, an estimated $205K.
Wedmont Private Capital first reported a position in Weyerhaeuser in Q4 2022 and held it in 10 quarters.
Wedmont Private Capital's Weyerhaeuser position peaked at $439K in Q1 2024.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Wedmont Private Capital's 13F filing for Q2 2025, filed 10 Jul 2025.