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Phillips Wealth Planners’s International Paper IP Stock Holding History

Phillips Wealth Planners’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
2025
Q4 		– Sell
-5,088
Closed -$233K – 202
2025
Q3 		$233K Buy
+5,088
New +$248K 0.19% 178

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phillips Wealth Planners's IP Position: Q4 2025 in Review

Phillips Wealth Planners sold out of International Paper (IP) in Q4 2025, closing a stake of 5,088 shares — an estimated $233K sold.

Phillips Wealth Planners first reported a position in IP in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 854 funds tracked by Wall St. Rank hold IP as of Q4 2025.

  • Phillips Wealth Planners reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 5,088 International Paper shares in Q4 2025, an estimated $233K.
  • Phillips Wealth Planners first reported a position in International Paper in Q3 2025 and held it in 1 quarter.
  • Phillips Wealth Planners's International Paper position peaked at $233K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.