Grove Bank & Trust WY — WEYERHAEUSER

Ownership history in Grove Bank & Trust  ·  20 quarters on record

AI Ownership Summary

Grove Bank & Trust reported WEYERHAEUSER (WY) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows WY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in WEYERHAEUSER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WY stock page Grove Bank & Trust fund profile Grove Bank & Trust full holdings
How Grove Bank & Trust held WY — position size vs. price
% of Fund (quarterly)    WY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 19,307 +1,916 +11.0% 0.05% $462K 2026-07-07 $23.29
2026 Q1 ADDED — — — 17,391 +2,962 +20.5% 0.05% $425K 2026-04-08 $24.69
2025 Q4 REDUCED 19.5% +4.0% ❌ 14,429 -3,499 -19.5% 0.04% $342K 2026-01-08 $23.58
2025 Q3 REDUCED 11.9% -3.1% ✅ 17,928 -2,414 -11.9% 0.05% $444K 2025-10-06 $24.30
2025 Q2 ADDED — — — 20,342 +19,696 +3048.9% 0.07% $523K 2025-07-11 $25.41
2025 Q1 ADDED — — — 646 +468 +262.9% 0.00% $19K 2025-04-17 $24.73
2024 Q4 ADDED — — — 178 +65 +57.5% 0.00% $5K 2025-01-16 $28.57
2024 Q3 REDUCED 54.6% -17.1% ✅ 113 -136 -54.6% 0.00% $4K 2024-10-11 $31.23
2024 Q2 UNCHANGED — — — 249 — 0% 0.00% $7K 2024-07-24 $28.06
2024 Q1 UNCHANGED — — — 249 — 0% 0.00% $9K 2024-04-30 $28.15
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WY

As of 2026 Q2 — sorted by position size

CULTIVAR CAPITAL, INC. 9.49% O'Keefe Stevens Advisory, Inc. 3Y 7Y 3.11% Baugh & Associates, LLC 3Y 7Y 2.12% Allen Mooney & Barnes Investment Advisors LLC 2.1% Slocum, Gordon & Co LLP 1.11% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 1.11% Uncommon Cents Investing LLC 3Y 7Y 1.02% Hedges Asset Management LLC 3Y 0.97% Munich Reinsurance Co Stock Corp in Munich 0.94% Blume Capital Management, Inc. 3Y 7Y 0.76%

FAQ About Grove Bank & Trust and WY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning WY?

Grove Bank & Trust reported WY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WY position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for WY was 0.07% in 2025 Q2.

What is the latest reported WY position on this page?

The most recent filing on this page is 2026 Q2, when Grove Bank & Trust reported 19,307 shares, equal to 0.05% of portfolio, with an estimated market value of $462K.

What does the chart on this WY ownership page compare?

The chart compares Grove Bank & Trust's quarterly WY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grove Bank & Trust time their WY position?

Based on 13F filing dates vs. subsequent WY price moves, Grove Bank & Trust correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on WY relative to SPY over the holding period was -20.3%.

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