WILKINS INVESTMENT COUNSEL INC WY — Weyerhaeuser Co Common

Ownership history in WILKINS INVESTMENT COUNSEL INC  ·  64 quarters on record

AI Ownership Summary

WILKINS INVESTMENT COUNSEL INC reported Weyerhaeuser Co Common (WY) in 64 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.93% in 2024 Q1. The latest visible filing shows WY at 1.84% 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 WILKINS INVESTMENT COUNSEL INC's position in Weyerhaeuser Co Common, 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 Q1

WY was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2024 Q1

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 Q1

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 WILKINS INVESTMENT COUNSEL INC fund profile WILKINS INVESTMENT COUNSEL INC full holdings
How WILKINS INVESTMENT COUNSEL INC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 527,265 +21,235 +4.2% 1.84% $12.9M 2026-05-07 $23.50
2025 Q4 ADDED — — — 506,030 +61,525 +13.8% 1.75% $12.0M 2026-02-02 $25.40
2025 Q3 ADDED — — — 444,505 +22,093 +5.2% 1.56% $11.0M 2025-10-30 $22.89
2025 Q2 ADDED — — — 422,412 +30,940 +7.9% 1.54% $10.9M 2025-08-07 $24.83
2025 Q1 REDUCED — — — 391,472 -2,167 -0.6% 1.64% $11.5M 2025-05-06 $24.47
2024 Q4 REDUCED — — — 393,639 -1,621 -0.4% 1.60% $11.1M 2025-02-11 $28.54
2024 Q3 ADDED — — — 395,260 +17,675 +4.7% 1.85% $13.4M 2024-11-12 $29.01
2024 Q2 ADDED — — — 377,585 +10,400 +2.8% 1.60% $10.7M 2024-08-08 $29.21
2024 Q1 ADDED — — — 367,185 +26,850 +7.9% 1.93% $13.2M 2024-05-09 $29.04
55 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% Munich Reinsurance Co Stock Corp in Munich 0.94% Trium Capital LLP 3Y 0.75% L. Roy Papp & Associates, LLP 3Y 7Y 0.69%

FAQ About WILKINS INVESTMENT COUNSEL INC and WY

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

How long has WILKINS INVESTMENT COUNSEL INC reported owning WY?

WILKINS INVESTMENT COUNSEL INC reported WY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WY position in WILKINS INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for WY was 1.93% in 2024 Q1.

What is the latest reported WY position on this page?

The most recent filing on this page is 2026 Q1, when WILKINS INVESTMENT COUNSEL INC reported 527,265 shares, equal to 1.84% of portfolio, with an estimated market value of $12.9M.

What does the chart on this WY ownership page compare?

The chart compares WILKINS INVESTMENT COUNSEL INC'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 WILKINS INVESTMENT COUNSEL INC time their WY position?

Based on 13F filing dates vs. subsequent WY price moves, WILKINS INVESTMENT COUNSEL INC correctly timed 23 out of 46 reported position changes (50%). The annualised alpha on WY relative to SPY over the holding period was -9.1%.

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