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Summit Financial’s International Paper IP Stock Holding History

Summit Financial’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
Q3 		– Sell
-4,627
Closed -$217K – 1251
2025
Q2 		$217K Buy
4,627
+44
+1% +$2.08K ﹤0.01% 769
2025
Q1 		$245K Sell
4,583
-854
-16% -$46.7K 0.01% 654
2024
Q4 		$293K Buy
5,437
+224
+4% +$12K 0.01% 545
2024
Q3 		$255K Sell
5,213
-895
-15% -$41.7K 0.01% 482
2024
Q2 		$264K Buy
+6,108
New +$248K 0.01% 441

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Financial's IP Position: Q3 2025 in Review

Summit Financial sold out of International Paper (IP) in Q3 2025, closing a stake of 4,627 shares — an estimated $217K sold.

Summit Financial first reported a position in IP in Q2 2024 and held it in 5 quarters. The position peaked at $293K in Q4 2024. 871 funds tracked by Wall St. Rank hold IP as of Q3 2025.

  • Summit Financial reported no remaining International Paper position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 4,627 International Paper shares in Q3 2025, an estimated $217K.
  • Summit Financial first reported a position in International Paper in Q2 2024 and held it in 5 quarters.
  • Summit Financial's International Paper position peaked at $293K in Q4 2024.
  • 871 funds tracked by Wall St. Rank held International Paper as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.