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Mark Sheptoff Financial Planning’s Sylvamo SLVM Stock Holding History

Mark Sheptoff Financial 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
Q2 		$3.78K Hold
100
– – ﹤0.01% 470
2026
Q1 		$4.4K Buy
100
+9
+10% +$421 ﹤0.01% 447
2025
Q4 		$4.38K Hold
91
– – ﹤0.01% 444
2025
Q3 		$4.02K Hold
91
– – ﹤0.01% 428
2025
Q2 		$4.56K Hold
91
– – ﹤0.01% 406
2025
Q1 		$6.1K Hold
91
– – ﹤0.01% 357
2024
Q4 		$7.19K Hold
91
– – ﹤0.01% 340
2024
Q3 		$7.81K Hold
91
– – ﹤0.01% 332
2024
Q2 		$6.24K Hold
91
– – ﹤0.01% 352
2024
Q1 		$5.62K Hold
91
– – ﹤0.01% 326
2023
Q4 		$4.47K Hold
91
– – ﹤0.01% 330
2023
Q3 		$4K Buy
91
+82
+911% +$3.53K ﹤0.01% 315
2023
Q2 		$364 Hold
9
– – ﹤0.01% 379
2023
Q1 		$416 Hold
9
– – ﹤0.01% 373
2022
Q4 		$437 Hold
9
– – ﹤0.01% 380
2022
Q3 		$0 Hold
9
– – ﹤0.01% 394
2022
Q2 		$0 Hold
9
– – ﹤0.01% 423
2022
Q1 		$0 Hold
9
– – ﹤0.01% 482
2021
Q4 		$0 Buy
+9
New +$262 ﹤0.01% 477

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Mark Sheptoff Financial Planning's SLVM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Sylvamo (SLVM) position steady in Q2 2026 at 100 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Mark Sheptoff Financial Planning first reported a position in SLVM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.81K in Q3 2024. 332 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Sylvamo worth $3.78K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Sylvamo share count unchanged in Q2 2026.
  • Sylvamo made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #470 holding.
  • Mark Sheptoff Financial Planning first reported a position in Sylvamo in Q4 2021 and has held it in 19 quarters since.
  • Mark Sheptoff Financial Planning's Sylvamo position peaked at $7.81K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.