Widmann Financial Services’s Weyerhaeuser WY Stock Holding History

Widmann Financial Services’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 Q4	–	Sell	-8,546	Closed	-$212K	–	120
2025 Q3	$212K	Sell	8,546 -1,066	-11%	-$27.3K	0.13%	109
2025 Q2	$247K	Buy	9,612 +713	+8%	+$18.7K	0.17%	99
2025 Q1	$261K	Buy	8,899 +4	+0%	+$119	0.2%	85
2024 Q4	$250K	Sell	8,895 -97	-1%	-$3.03K	0.19%	85
2024 Q3	$304K	Sell	8,992 -677	-7%	-$20.8K	0.23%	77
2024 Q2	$274K	Buy	9,669 +204	+2%	+$6.31K	0.22%	78
2024 Q1	$340K	Sell	9,465 -547	-5%	-$18.5K	0.29%	70
2023 Q4	$348K	Sell	10,012 -249	-2%	-$7.75K	0.31%	61
2023 Q3	$315K	Sell	10,261 -98	-0.9%	-$3.23K	0.31%	64
2023 Q2	$347K	Buy	10,359 +528	+5%	+$15.9K	0.33%	60
2023 Q1	$296K	Buy	9,831 +760	+8%	+$24K	0.3%	62
2022 Q4	$281K	Buy	9,071 +1,002	+12%	+$31.1K	0.29%	61
2022 Q3	$230K	Buy	8,069 +251	+3%	+$8.54K	0.26%	72
2022 Q2	$258K	Buy	7,818 +542	+7%	+$20.7K	0.27%	68
2022 Q1	$275K	Buy	7,276 +381	+6%	+$15.1K	0.24%	68
2021 Q4	$283K	Buy	+6,895	New	+$262K	0.23%	69

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Widmann Financial Services's WY Position: Q4 2025 in Review

Widmann Financial Services sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 8,546 shares — an estimated $212K sold.

Widmann Financial Services first reported a position in WY in Q4 2021 and held it in 16 quarters. The position peaked at $348K in Q4 2023. 872 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Widmann Financial Services reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Widmann Financial Services sold 8,546 Weyerhaeuser shares in Q4 2025, an estimated $212K.
Widmann Financial Services first reported a position in Weyerhaeuser in Q4 2021 and held it in 16 quarters.
Widmann Financial Services's Weyerhaeuser position peaked at $348K in Q4 2023.
872 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Widmann Financial Services's 13F filing for Q4 2025, filed 18 Feb 2026.