Jeremy Grantham’s WY Holdings & Trades

First Buy
Q2 2013
Duration Held
22 Quarters
Largest Add
Q2 2013
+371,001 Shares
Current Position
279,600 Shares
$6.93 M Value

Jeremy Grantham's WY Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 279,600 shares of Weyerhaeuser Company (WY) worth $6.93 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 22 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in WY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 228,100 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
Q2 2013 +371,001 Add 0.00% 371,000 $28.49
Q3 2013 -101,500 Reduce 27.36% 269,500 $28.63
Q4 2013 -129,700 Reduce 48.13% 139,800 $31.57
Q1 2014 -13,900 Reduce 9.94% 125,900 $29.35
Q2 2014 -9,700 Reduce 7.70% 116,200 $33.09
Q3 2014 +41,600 Add 35.80% 157,800 $31.86
Q4 2014 -22,500 Reduce 14.26% 135,300 $35.89
Q1 2015 +8,300 Add 6.13% 143,600 $33.15
Q2 2015 -25,300 Reduce 17.62% 118,300 $31.50
Q3 2015 -80,089 Reduce 67.70% 38,211 $27.35
Q4 2015 -38,211 Sold Out 0 $0.00
Q1 2021 +30,005 New Buy 30,005 $35.59
Q2 2021 -16,605 Reduce 55.34% 13,400 $34.40
Q3 2021 +69,600 Add 519.40% 83,000 $35.57
Q4 2021 -83,000 Sold Out 0 $0.00
Q3 2023 +18,778 New Buy 18,778 $30.66
Q4 2023 -2,630 Reduce 14.01% 16,148 $34.77
Q1 2024 +142,911 Add 885.01% 159,059 $35.91
Q2 2024 +4,352 Add 2.74% 163,411 $28.39
Q3 2024 -163,411 Sold Out 0 $0.00
Q2 2025 +51,500 New Buy 51,500 $25.69
Q3 2025 +228,100 Add 442.91% 279,600 $24.79

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 22 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 Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 279,600 shares of Weyerhaeuser Company (WY), valued at approximately $6.93 M.

As of the Q3 2025 filing, Weyerhaeuser Company (WY) represents approximately 0.02% 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 371,000 shares, as reported at the end of Q2 2013.