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 Q2	$3.42K	Hold	90	–	–	﹤0.01%	832
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's IP Position: Q2 2026 in Review

Montag & Associates held its International Paper (IP) position steady in Q2 2026 at 90 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Montag & Associates first reported a position in IP in Q4 2020 and has held it in 23 quarters since. The position peaked at $14K in Q4 2020. 858 funds tracked by Wall St. Rank hold IP as of Q2 2026.

Montag & Associates held 90 shares of International Paper worth $3.42K as of Q2 2026.
Montag & Associates left its International Paper share count unchanged in Q2 2026.
International Paper made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #832 holding.
Montag & Associates first reported a position in International Paper in Q4 2020 and has held it in 23 quarters since.
Montag & Associates's International Paper position peaked at $14K in Q4 2020.
858 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.