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Caldwell Trust’s International Paper IP Stock Holding History

Caldwell Trust’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 		$198K Hold
5,546
– – 0.02% 331
2025
Q4 		$218K Hold
5,546
– – 0.02% 317
2025
Q3 		$257K Hold
5,546
– – 0.02% 289
2025
Q2 		$260K Buy
5,546
+1,000
+22% +$47.3K 0.03% 284
2025
Q1 		$243K Hold
4,546
– – 0.03% 294
2024
Q4 		$245K Hold
4,546
– – 0.03% 293
2024
Q3 		$222K Buy
4,546
+461
+11% +$21.5K 0.02% 304
2024
Q2 		$176K Hold
4,085
– – 0.02% 318
2024
Q1 		$159K Hold
4,085
– – 0.02% 333
2023
Q4 		$148K Hold
4,085
– – 0.02% 331
2023
Q3 		$145K Sell
4,085
-355
-8% -$12.1K 0.02% 320
2023
Q2 		$141K Hold
4,440
– – 0.02% 329
2023
Q1 		$160K Sell
4,440
-217
-5% -$8.04K 0.02% 309
2022
Q4 		$161K Sell
4,657
-334
-7% -$11.5K 0.02% 301
2022
Q3 		$158K Hold
4,991
– – 0.02% 297
2022
Q2 		$209K Buy
4,991
+4,043
+426% +$188K 0.03% 267
2022
Q1 		$43.8K Sell
948
-145
-13% -$6.68K 0.01% 481
2021
Q4 		$51.3K Sell
1,093
-17
-2% -$838 0.01% 461
2021
Q3 		$58.8K Hold
1,110
– – 0.01% 427
2021
Q2 		$64.4K Buy
1,110
+582
+110% +$33.2K 0.01% 413
2021
Q1 		$27K Hold
528
– – ﹤0.01% 518
2020
Q4 		$24.9K Hold
528
– – ﹤0.01% 511
2020
Q3 		$20.3K Hold
528
– – ﹤0.01% 531
2020
Q2 		$17.6K Hold
528
– – ﹤0.01% 564
2020
Q1 		$15.6K Hold
528
– – ﹤0.01% 583
2019
Q4 		$23K Buy
+528
New +$22.2K ﹤0.01% 569

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Trust's IP Position: Q1 2026 in Review

Caldwell Trust held its International Paper (IP) position steady in Q1 2026 at 5,546 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #331.

Caldwell Trust first reported a position in IP in Q4 2019 and has held it in 26 quarters since. The position peaked at $260K in Q2 2025. 835 funds tracked by Wall St. Rank hold IP as of Q1 2026.

  • Caldwell Trust held 5,546 shares of International Paper worth $198K as of Q1 2026.
  • Caldwell Trust left its International Paper share count unchanged in Q1 2026.
  • International Paper made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #331 holding.
  • Caldwell Trust first reported a position in International Paper in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's International Paper position peaked at $260K in Q2 2025.
  • 835 funds tracked by Wall St. Rank held International Paper as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.