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Legacy Wealth Management (Idaho)’s International Paper IP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-533
Closed -$19K – 558
2026
Q1 		$19K Buy
533
+51
+11% +$2.12K 0.01% 392
2025
Q4 		$19K Hold
482
– – 0.01% 334
2025
Q3 		$22.4K Hold
482
– – 0.01% 258
2025
Q2 		$22.6K Hold
482
– – 0.01% 230
2025
Q1 		$25.7K Hold
482
– – 0.02% 212
2024
Q4 		$27K Sell
482
-88
-15% -$4.72K 0.02% 178
2024
Q3 		$32.1K Buy
+570
New +$26.6K 0.02% 152

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

Legacy Wealth Management (Idaho)'s IP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of International Paper (IP) in Q2 2026, closing a stake of 533 shares — an estimated $19K sold.

Legacy Wealth Management (Idaho) first reported a position in IP in Q3 2024 and held it in 7 quarters. The position peaked at $32.1K in Q3 2024. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining International Paper position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 533 International Paper shares in Q2 2026, an estimated $19K.
  • Legacy Wealth Management (Idaho) first reported a position in International Paper in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s International Paper position peaked at $32.1K in Q3 2024.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.