Laird Norton Wetherby Trust Company: Investment Activity Analysis - Q2 2026

Major Purchases by Laird Norton Wetherby Trust Company

Laird Norton Wetherby Trust Company demonstrated active buying behavior in Q2 2026. Notable acquisitions include:

• KLA Corporation (KLAC), which saw a significant increase of approximately 919% in shares held during the quarter.
• ISHares TR (IJH) experienced substantial buying, with an increase of over 60% in holdings.
• ISHares TR (IWF) also showed strong investor interest, increasing by nearly 485% during the period.
• Booking Holdings Inc. (BKNG) saw a considerable purchase increase of about 2311%, indicating confidence in this consumer cyclical stock.

Their purchases spanned various sectors, including Technology and Financial Services, reflecting diversification efforts or strategic adjustments within these areas.

Significant Sales by Laird Norton Wetherby Trust Company

In contrast to their buying activities, the investor also recorded substantial sales during Q2 2026:

• WIPRO LTD (WIT) experienced a significant reduction in holdings by nearly 30%, marking one of their largest sell moves.
• LG DISPLAY CO LTD (LPL) saw its stake decrease substantially, with sales accounting for approximately 91.82% of the change in shares during the quarter.

The sale of WIT represents a notable exit from an Indian Technology company, while the reduction in LPL suggests a strategic shift away from this South Korean display manufacturer.

Other Notable Changes Observed by Laird Norton Wetherby Trust Company

Beyond their most significant buys and sells, the investor made several other noteworthy adjustments to its portfolio during Q2 2026:

• Vanguard Index Fds (VUG) showed a considerable increase in shares.
• SBS, KEP, and DFSE were among the holdings that saw increases during this period.
• A variety of other stocks experienced smaller changes or reductions not classified as large sells by the investor.

These adjustments indicate ongoing portfolio management activities focused on optimizing sector exposure and individual stock performance based on market conditions and investment strategy reviews.

Laird Norton Wetherby Trust Company's Portfolio Overview

The Laird Norton Wetherby Trust Company, Llc maintained a substantial total portfolio value of approximately $5.17 billion as of June 30th, 2026. Technology remains the dominant sector allocation at around 27%.

• Technology holds the largest portion ($1406 million) and percentage (27.17%) of the portfolio.
• The second-largest allocation is Financial Services, representing about $607 million or 11.73%.

The investor's holdings are extensive, encompassing over 986 different stocks and ETFs, highlighting a highly diversified approach to investing despite focusing on specific sectors like Technology and Financial Services.