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Asset Planning Inc’s Sylvamo SLVM Stock Holding History

Asset Planning Inc’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42K Hold
90
– – ﹤0.01% 289
2026
Q1 		$3.78K Buy
90
+1
+1% +$47 ﹤0.01% 267
2025
Q4 		$4.27K Buy
89
+1
+1% +$46 ﹤0.01% 259
2025
Q3 		$3.88K Buy
88
+1
+1% +$46 ﹤0.01% 260
2025
Q2 		$4.36K Buy
87
+1
+1% +$56 ﹤0.01% 251
2025
Q1 		$5.79K Hold
86
– – ﹤0.01% 257
2024
Q4 		$6.79K Buy
+86
New +$7.42K 0.01% 261

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's SLVM Position: Q2 2026 in Review

Asset Planning Inc held its Sylvamo (SLVM) position steady in Q2 2026 at 90 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Asset Planning Inc first reported a position in SLVM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.79K in Q4 2024. 333 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • Asset Planning Inc held 90 shares of Sylvamo worth $3.42K as of Q2 2026.
  • Asset Planning Inc left its Sylvamo share count unchanged in Q2 2026.
  • Sylvamo made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #289 holding.
  • Asset Planning Inc first reported a position in Sylvamo in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Sylvamo position peaked at $6.79K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.