MA
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Montag & Associates’s International Paper IP Stock Holding History

Montag & Associates’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 		$3.2K Hold
90
– – ﹤0.01% 815
2025
Q4 		$3.53K Sell
90
-24
-21% -$987 ﹤0.01% 834
2025
Q3 		$5.28K Buy
114
+24
+27% +$1.17K ﹤0.01% 816
2025
Q2 		$4.2K Hold
90
– – ﹤0.01% 811
2025
Q1 		$4.78K Hold
90
– – ﹤0.01% 847
2024
Q4 		$4.83K Hold
90
– – ﹤0.01% 842
2024
Q3 		$4.38K Hold
90
– – ﹤0.01% 878
2024
Q2 		$3.87K Hold
90
– – ﹤0.01% 837
2024
Q1 		$3.5K Sell
90
-113
-56% -$4.1K ﹤0.01% 841
2023
Q4 		$7.34K Hold
203
– – ﹤0.01% 794
2023
Q3 		$7.2K Hold
203
– – ﹤0.01% 777
2023
Q2 		$6.46K Hold
203
– – ﹤0.01% 804
2023
Q1 		$7.32K Hold
203
– – ﹤0.01% 779
2022
Q4 		$7.03K Hold
203
– – ﹤0.01% 782
2022
Q3 		$6K Hold
203
– – ﹤0.01% 769
2022
Q2 		$8K Hold
203
– – ﹤0.01% 710
2022
Q1 		$9K Hold
203
– – ﹤0.01% 731
2021
Q4 		$10K Sell
203
-11
-5% -$542 ﹤0.01% 724
2021
Q3 		$11K Hold
214
– – ﹤0.01% 721
2021
Q2 		$12K Hold
214
– – ﹤0.01% 712
2021
Q1 		$11K Sell
214
-89
-29% -$4.33K ﹤0.01% 719
2020
Q4 		$14K Buy
+303
New +$13.6K ﹤0.01% 675

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return