Atlas FRM’s International Paper IP Stock Holding History

Atlas FRM’s Portfolio IP Stock Details IP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271M	Buy	7,590,000 +2,590,000	+52%	+$108M	17.74%	2
2025 Q4	$197M	Buy	5,000,000 +1,800,000	+56%	+$74M	19.24%	3
2025 Q3	$148M	Hold	3,200,000	–	–	17.29%	4
2025 Q2	$150M	Hold	3,200,000	–	–	17.45%	3
2025 Q1	$171M	Sell	3,200,000 -150,000	-4%	-$8.2M	18.3%	2
2024 Q4	$180M	Sell	3,350,000 -50,000	-1%	-$2.68M	17.02%	2
2024 Q3	$166M	Sell	3,400,000 -250,000	-7%	-$11.6M	15.99%	2
2024 Q2	$157M	Hold	3,650,000	–	–	20.87%	2
2024 Q1	$142M	Buy	3,650,000 +750,000	+26%	+$27.2M	19.25%	2
2023 Q4	$105M	Buy	2,900,000 +300,000	+12%	+$10.5M	18.06%	2
2023 Q3	$92.2M	Buy	2,600,000 +600,000	+30%	+$20.4M	15.23%	2
2023 Q2	$63.6M	Sell	2,000,000 -75,000	-4%	-$2.46M	12.17%	3
2023 Q1	$74.8M	Hold	2,075,000	–	–	14.9%	3
2022 Q4	$71.9M	Buy	2,075,000 +675,000	+48%	+$23.3M	13.95%	2
2022 Q3	$44.4M	Buy	1,400,000 +575,000	+70%	+$23.5M	13.06%	3
2022 Q2	$34.5M	Buy	825,000 +50,000	+6%	+$2.32M	12.45%	2
2022 Q1	$35.8M	Hold	775,000	–	–	16.49%	3
2021 Q4	$36.2M	Buy	+775,000	New	+$38.2M	16.07%	3

Other funds holding IP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas FRM's IP Position: Q1 2026 in Review

Atlas FRM increased its International Paper (IP) stake by 52% in Q1 2026, buying an estimated $108M and bringing the position to 7,590,000 shares worth $271M. The position accounts for 17.74% of the portfolio, ranked #2.

Atlas FRM first reported a position in IP in Q4 2021 and has held it in 18 quarters since. 834 funds tracked by Wall St. Rank hold IP as of Q1 2026.

Atlas FRM held 7,590,000 shares of International Paper worth $271M as of Q1 2026.
Atlas FRM bought 2,590,000 International Paper shares in Q1 2026, an estimated $108M.
International Paper made up 17.74% of Atlas FRM's portfolio in Q1 2026, its #2 holding.
Atlas FRM first reported a position in International Paper in Q4 2021 and has held it in 18 quarters since.
834 funds tracked by Wall St. Rank held International Paper as of Q1 2026.

Based on Atlas FRM's 13F filing for Q1 2026, filed 14 May 2026.