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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
Q2 		$130K Sell
3,416
-2,130
-38% -$73K 0.01% 376
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 $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

Caldwell Trust's IP Position: Q2 2026 in Review

Caldwell Trust reduced its International Paper (IP) stake by 38% in Q2 2026, selling an estimated $73K and leaving 3,416 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #376.

Caldwell Trust first reported a position in IP in Q4 2019 and has held it in 27 quarters since. The position peaked at $260K in Q2 2025. 856 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Caldwell Trust held 3,416 shares of International Paper worth $130K as of Q2 2026.
  • Caldwell Trust sold 2,130 International Paper shares in Q2 2026, an estimated $73K.
  • International Paper made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #376 holding.
  • Caldwell Trust first reported a position in International Paper in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's International Paper position peaked at $260K in Q2 2025.
  • 856 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.