HB Wealth Management’s International Paper IP Stock Holding History

HB Wealth Management’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	$348K	Buy	9,749 +3,940	+68%	+$164K	﹤0.01%	1136
2025 Q4	$229K	Sell	5,809 -2,066	-26%	-$84.9K	﹤0.01%	1277
2025 Q3	$365K	Buy	7,875 +1,146	+17%	+$56K	﹤0.01%	987
2025 Q2	$315K	Sell	6,729 -369	-5%	-$17.4K	﹤0.01%	920
2025 Q1	$379K	Sell	7,098 -232	-3%	-$12.7K	﹤0.01%	868
2024 Q4	$395K	Buy	7,330 +1,698	+30%	+$91.1K	﹤0.01%	709
2024 Q3	$275K	Buy	5,632 +145	+3%	+$6.76K	﹤0.01%	784
2024 Q2	$237K	Buy	+5,487	New	+$223K	﹤0.01%	792
2023 Q2	–	Sell	-8,203	Closed	-$296K	–	746
2023 Q1	$296K	Buy	8,203 +2,036	+33%	+$75.4K	0.01%	539
2022 Q4	$214K	Buy	+6,167	New	+$213K	﹤0.01%	629

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return