XF
WY icon

XML Financial’s Weyerhaeuser WY Stock Holding History

XML Financial’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 		$254K Sell
10,600
-500
-5% -$12.1K 0.02% 396
2026
Q1 		$271K Buy
+11,100
New +$279K 0.02% 356

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

XML Financial's WY Position: Q2 2026 in Review

XML Financial reduced its Weyerhaeuser (WY) stake by 4.5% in Q2 2026, selling an estimated $12.1K and leaving 10,600 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #396.

XML Financial first reported a position in WY in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 908 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • XML Financial held 10,600 shares of Weyerhaeuser worth $254K as of Q2 2026.
  • XML Financial sold 500 Weyerhaeuser shares in Q2 2026, an estimated $12.1K.
  • Weyerhaeuser made up 0.02% of XML Financial's portfolio in Q2 2026, its #396 holding.
  • XML Financial first reported a position in Weyerhaeuser in Q1 2026 and has held it in 2 quarters since.
  • XML Financial's Weyerhaeuser position peaked at $271K in Q1 2026.
  • 908 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.