Creative Planning
SLVM icon

Creative Planning’s Sylvamo SLVM Stock Holding History

Creative Planning’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
Q1 		$2.57M Sell
60,902
-12,699
-17% -$594K ﹤0.01% 1706
2025
Q4 		$3.54M Buy
73,601
+48,008
+188% +$2.19M ﹤0.01% 1255
2025
Q3 		$1.13M Buy
25,593
+11,045
+76% +$512K ﹤0.01% 2001
2025
Q2 		$729K Sell
14,548
-1,448
-9% -$81.5K ﹤0.01% 2120
2025
Q1 		$1.07M Sell
15,996
-1,751
-10% -$128K ﹤0.01% 1663
2024
Q4 		$1.4M Sell
17,747
-23,270
-57% -$2.01M ﹤0.01% 1384
2024
Q3 		$3.52M Buy
41,017
+33,289
+431% +$2.49M ﹤0.01% 788
2024
Q2 		$530K Buy
7,728
+1,344
+21% +$88.7K ﹤0.01% 1899
2024
Q1 		$394K Buy
6,384
+637
+11% +$34K ﹤0.01% 2035
2023
Q4 		$282K Buy
5,747
+162
+3% +$7.57K ﹤0.01% 2135
2023
Q3 		$245K Buy
+5,585
New +$240K ﹤0.01% 2097
2023
Q2 		– Sell
-11
Closed -$509 – 2807
2023
Q1 		$509 Buy
+11
New +$522 ﹤0.01% 2580
2022
Q2 		– Sell
-31
Closed -$1K – 2514
2022
Q1 		$1K Buy
+31
New +$1.03K ﹤0.01% 2334

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's SLVM Position: Q1 2026 in Review

Creative Planning reduced its Sylvamo (SLVM) stake by 17% in Q1 2026, selling an estimated $594K and leaving 60,902 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Creative Planning first reported a position in SLVM in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.54M in Q4 2025. 320 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

  • Creative Planning held 60,902 shares of Sylvamo worth $2.57M as of Q1 2026.
  • Creative Planning sold 12,699 Sylvamo shares in Q1 2026, an estimated $594K.
  • Sylvamo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1706 holding.
  • Creative Planning first reported a position in Sylvamo in Q1 2022 and has held it in 13 quarters since.
  • Creative Planning's Sylvamo position peaked at $3.54M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.