Mount Yale Investment Advisors’s International Paper IP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$806K Sell
22,566
-1,974
-8% -$82K 0.02% 573
2025
Q4
$967K Buy
+24,540
New +$1.01M 0.05% 322
2025
Q3
Sell
-740
Closed -$34.7K 1122
2025
Q2
$34.7K Buy
+740
New +$35K ﹤0.01% 919
2023
Q1
Sell
-8,225
Closed -$285K 507
2022
Q4
$285K Sell
8,225
-2,760
-25% -$95.4K 0.03% 365
2022
Q3
$348K Buy
+10,985
New +$449K 0.05% 316
2018
Q4
Sell
-3,031
Closed -$136K 526
2018
Q3
$136K Buy
3,031
+29
+1% +$1.44K 0.02% 350
2018
Q2
$148K Sell
3,002
-379
-11% -$19.4K 0.03% 353
2018
Q1
$171K Buy
+3,381
New +$188K 0.04% 312

Other funds holding IP

Mount Yale Investment Advisors's IP Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its International Paper (IP) stake by 8% in Q1 2026, selling an estimated $82K and leaving 22,566 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #573.

Mount Yale Investment Advisors first reported a position in IP in Q1 2018 and has held it in 8 quarters since. The position peaked at $967K in Q4 2025. 836 funds tracked by Wall St. Rank hold IP as of Q1 2026.

  • Mount Yale Investment Advisors held 22,566 shares of International Paper worth $806K as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,974 International Paper shares in Q1 2026, an estimated $82K.
  • International Paper made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #573 holding.
  • Mount Yale Investment Advisors first reported a position in International Paper in Q1 2018 and has held it in 8 quarters since.
  • Mount Yale Investment Advisors's International Paper position peaked at $967K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held International Paper as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.