Mount Vernon Associates’s International Paper IP Stock Holding History

Mount Vernon 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	$261K	Hold	6,850	–	–	0.17%	54
2026 Q1	$245K	Hold	6,850	–	–	0.17%	54
2025 Q4	$270K	Sell	6,850 -200	-3%	-$8.22K	0.18%	52
2025 Q3	$327K	Sell	7,050 -150	-2%	-$7.33K	0.23%	46
2025 Q2	$337K	Hold	7,200	–	–	0.24%	42
2025 Q1	$384K	Hold	7,200	–	–	0.31%	39
2024 Q4	$388K	Sell	7,200 -68	-0.9%	-$3.65K	0.3%	41
2024 Q3	$355K	Buy	7,268 +24	+0.3%	+$1.12K	0.28%	44
2024 Q2	$313K	Hold	7,244	–	–	0.28%	45
2024 Q1	$283K	Hold	7,244	–	–	0.24%	47
2023 Q4	$262K	Hold	7,244	–	–	0.26%	46
2023 Q3	$257K	Buy	7,244 +76	+1%	+$2.58K	0.28%	46
2023 Q2	$228K	Sell	7,168 -600	-8%	-$19.7K	0.24%	48
2023 Q1	$280K	Hold	7,768	–	–	0.33%	43
2022 Q4	$269K	Sell	7,768 -68	-0.9%	-$2.35K	0.35%	43
2022 Q3	$248K	Hold	7,836	–	–	0.32%	43
2022 Q2	$328K	Hold	7,836	–	–	0.4%	42
2022 Q1	$362K	Sell	7,836 -700	-8%	-$32.2K	0.35%	42
2021 Q4	$401K	Sell	8,536 -478	-5%	-$23.6K	0.35%	41
2021 Q3	$477K	Hold	9,014	–	–	0.44%	38
2021 Q2	$523K	Hold	9,014	–	–	0.48%	38
2021 Q1	$462K	Hold	9,014	–	–	0.45%	38
2020 Q4	$424K	Sell	9,014 -528	-6%	-$23.6K	0.45%	36
2020 Q3	$366K	Sell	9,542 -53	-0.6%	-$1.87K	0.44%	37
2020 Q2	$320K	Sell	9,595 -1,109	-10%	-$35.3K	0.41%	37
2020 Q1	$316K	Sell	10,704 -792	-7%	-$29.4K	0.53%	33
2019 Q4	$501K	Hold	11,496	–	–	0.68%	34
2019 Q3	$455K	Sell	11,496 -211	-2%	-$8.25K	0.68%	33
2019 Q2	$480K	Hold	11,707	–	–	0.71%	32
2019 Q1	$513K	Hold	11,707	–	–	0.78%	33
2018 Q4	$447K	Sell	11,707 -105	-0.9%	-$4.41K	0.79%	32
2018 Q3	$550K	Sell	11,812 -562	-5%	-$27.9K	0.81%	32
2018 Q2	$610K	Sell	12,374 -1,795	-13%	-$91.7K	0.95%	30
2018 Q1	$717K	Hold	14,169	–	–	1.11%	32
2017 Q4	$777K	Hold	14,169	–	–	1.17%	32
2017 Q3	$762K	Hold	14,169	–	–	1.26%	32
2017 Q2	$760K	Sell	14,169 -212	-1%	-$10.7K	1.36%	31
2017 Q1	$692K	Hold	14,381	–	–	1.27%	32
2016 Q4	$723K	Sell	14,381 -211	-1%	-$9.76K	1.42%	33
2016 Q3	$663K	Hold	14,592	–	–	1.37%	33
2016 Q2	$586K	Buy	14,592 +600	+4%	+$23.8K	1.25%	35
2016 Q1	$544K	Sell	13,992 -634	-4%	-$22.1K	1.21%	36
2015 Q4	$522K	Sell	14,626 -211	-1%	-$8.12K	1.14%	36
2015 Q3	$531K	Sell	14,837 -105	-0.7%	-$4.45K	1.23%	35
2015 Q2	$673K	Sell	14,942 -53	-0.4%	-$2.63K	1.45%	35
2015 Q1	$788K	Hold	14,995	–	–	1.7%	27
2014 Q4	$761K	Hold	14,995	–	–	1.74%	27
2014 Q3	$678K	Sell	14,995 -210	-1%	-$9.67K	1.69%	28
2014 Q2	$717K	Sell	15,205 -107	-0.7%	-$4.69K	1.83%	25
2014 Q1	$656K	Sell	15,312 -107	-0.7%	-$4.76K	1.72%	28
2013 Q4	$706K	Sell	15,419 -910	-6%	-$38.9K	1.85%	27
2013 Q3	$683K	Sell	16,329 -30,143	-65%	-$1.34M	2.08%	24
2013 Q2	$1.92M	Buy	+46,472	New	+$2.01M	2.07%	26

Other funds holding IP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Mount Vernon Associates's IP Position: Q2 2026 in Review

Mount Vernon Associates held its International Paper (IP) position steady in Q2 2026 at 6,850 shares worth $261K. The position accounts for 0.17% of the portfolio, ranked #54.

Mount Vernon Associates first reported a position in IP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.92M in Q2 2013. 289 funds tracked by Wall St. Rank hold IP as of Q2 2026.

Mount Vernon Associates held 6,850 shares of International Paper worth $261K as of Q2 2026.
Mount Vernon Associates left its International Paper share count unchanged in Q2 2026.
International Paper made up 0.17% of Mount Vernon Associates's portfolio in Q2 2026, its #54 holding.
Mount Vernon Associates first reported a position in International Paper in Q2 2013 and has held it in 53 quarters since.
Mount Vernon Associates's International Paper position peaked at $1.92M in Q2 2013.
289 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.