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Bogart Wealth LLC’s International Paper IP Stock Holding History

Bogart Wealth LLC’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
Q2 		$11.2K Buy
295
+282
+2,169% +$9.66K ﹤0.01% 971
2026
Q1 		$464 Sell
13
-3
-19% -$125 ﹤0.01% 1616
2025
Q4 		$630 Buy
16
+13
+433% +$535 ﹤0.01% 1402
2025
Q3 		$139 Sell
3
-8
-73% -$391 ﹤0.01% 1493
2025
Q2 		$515 Buy
11
+9
+450% +$425 ﹤0.01% 1344
2025
Q1 		$107 Sell
2
-31
-94% -$1.7K ﹤0.01% 1373
2024
Q4 		$1.78K Buy
+33
New +$1.77K ﹤0.01% 1115
2023
Q1 		– Sell
-2
Closed -$64 – 1160
2022
Q4 		$64 Hold
2
– – ﹤0.01% 993
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1065
2022
Q2 		$0 Buy
+2
New +$93 ﹤0.01% 937

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's IP Position: Q2 2026 in Review

Bogart Wealth LLC increased its International Paper (IP) stake by 2,169% in Q2 2026, buying an estimated $9.66K and bringing the position to 295 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Bogart Wealth LLC first reported a position in IP in Q2 2022 and has held it in 10 quarters since. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Bogart Wealth LLC held 295 shares of International Paper worth $11.2K as of Q2 2026.
  • Bogart Wealth LLC bought 282 International Paper shares in Q2 2026, an estimated $9.66K.
  • International Paper made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #971 holding.
  • Bogart Wealth LLC first reported a position in International Paper in Q2 2022 and has held it in 10 quarters since.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.