Jeremy Grantham's WY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 633,413 shares of Weyerhaeuser Company (WY) worth $15.01 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in WY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 353,813 shares. Largest reduction occurred in Q3 2024, reducing 163,411 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Weyerhaeuser Company (WY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Weyerhaeuser Company (WY) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +353,813 | Add 126.54% | 633,413 | $23.69 |
| Q3 2025 | +228,100 | Add 442.91% | 279,600 | $24.79 |
| Q2 2025 | +51,500 | New Buy | 51,500 | $25.69 |
| Q3 2024 | -163,411 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,352 | Add 2.74% | 163,411 | $28.39 |
| Q1 2024 | +142,911 | Add 885.01% | 159,059 | $35.91 |
| Q4 2023 | -2,630 | Reduce 14.01% | 16,148 | $34.77 |
| Q3 2023 | +18,778 | New Buy | 18,778 | $30.66 |
| Q4 2021 | -83,000 | Sold Out | 0 | $0.00 |
| Q3 2021 | +69,600 | Add 519.40% | 83,000 | $35.57 |
| Q2 2021 | -16,605 | Reduce 55.34% | 13,400 | $34.40 |
| Q1 2021 | +30,005 | New Buy | 30,005 | $35.59 |
| Q4 2015 | -38,211 | Sold Out | 0 | $0.00 |
| Q3 2015 | -80,089 | Reduce 67.70% | 38,211 | $27.35 |
| Q2 2015 | -25,300 | Reduce 17.62% | 118,300 | $31.50 |
| Q1 2015 | +8,300 | Add 6.13% | 143,600 | $33.15 |
| Q4 2014 | -22,500 | Reduce 14.26% | 135,300 | $35.89 |
| Q3 2014 | +41,600 | Add 35.80% | 157,800 | $31.86 |
| Q2 2014 | -9,700 | Reduce 7.70% | 116,200 | $33.09 |
| Q1 2014 | -13,900 | Reduce 9.94% | 125,900 | $29.35 |
| Q4 2013 | -129,700 | Reduce 48.13% | 139,800 | $31.57 |
| Q3 2013 | -101,500 | Reduce 27.36% | 269,500 | $28.63 |
| Q2 2013 | +371,000 | Add 0.00% | 371,000 | $28.49 |
Jeremy Grantham's Weyerhaeuser Company Investment FAQs
Jeremy Grantham first purchased Weyerhaeuser Company (WY) in Q2 2013, acquiring 371,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Weyerhaeuser Company (WY) for 23 quarters since Q2 2013.
Jeremy Grantham's largest addition to Weyerhaeuser Company (WY) was in Q2 2013, adding 371,000 shares worth $10.57 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 633,413 shares of Weyerhaeuser Company (WY), valued at approximately $15.01 M.
As of the Q4 2025 filing, Weyerhaeuser Company (WY) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Weyerhaeuser Company (WY) was 633,413 shares, as reported at the end of Q4 2025.