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Waverly Advisors’s International Paper IP Stock Holding History

Waverly Advisors’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
Q1 		$555K Buy
15,549
+951
+7% +$39.5K ﹤0.01% 1035
2025
Q4 		$575K Buy
14,598
+2,160
+17% +$88.8K ﹤0.01% 958
2025
Q3 		$577K Buy
12,438
+1,025
+9% +$50.1K 0.01% 803
2025
Q2 		$534K Sell
11,413
-327
-3% -$15.5K 0.01% 781
2025
Q1 		$626K Buy
11,740
+242
+2% +$13.2K 0.01% 721
2024
Q4 		$619K Buy
11,498
+1,034
+10% +$55.5K 0.01% 633
2024
Q3 		$511K Sell
10,464
-61,701
-85% -$2.87M 0.01% 580
2024
Q2 		$3.11M Buy
72,165
+62
+0.1% +$2.52K 0.06% 247
2024
Q1 		$2.81M Buy
72,103
+63,574
+745% +$2.31M 0.07% 213
2023
Q4 		$308K Sell
8,529
-43
-0.5% -$1.5K 0.01% 354
2023
Q3 		$304K Buy
+8,572
New +$291K 0.01% 322
2018
Q1 		– Sell
-172
Closed -$9K – 275
2017
Q4 		$9K Buy
+172
New +$9.23K ﹤0.01% 331
2014
Q4 		– Sell
-159
Closed -$7K – 543
2014
Q3 		$7K Sell
159
-712
-82% -$32.8K ﹤0.01% 561
2014
Q2 		$41K Hold
871
– – 0.02% 259
2014
Q1 		$37K Sell
871
-147
-14% -$6.53K 0.02% 246
2013
Q4 		$47K Sell
1,018
-261
-20% -$11.2K 0.02% 339
2013
Q3 		$54K Buy
+1,279
New +$56.9K 0.03% 235

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's IP Position: Q1 2026 in Review

Waverly Advisors increased its International Paper (IP) stake by 6.5% in Q1 2026, buying an estimated $39.5K and bringing the position to 15,549 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Waverly Advisors first reported a position in IP in Q3 2013 and has held it in 17 quarters since. The position peaked at $3.11M in Q2 2024. 834 funds tracked by Wall St. Rank hold IP as of Q1 2026.

  • Waverly Advisors held 15,549 shares of International Paper worth $555K as of Q1 2026.
  • Waverly Advisors bought 951 International Paper shares in Q1 2026, an estimated $39.5K.
  • International Paper made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1035 holding.
  • Waverly Advisors first reported a position in International Paper in Q3 2013 and has held it in 17 quarters since.
  • Waverly Advisors's International Paper position peaked at $3.11M in Q2 2024.
  • 834 funds tracked by Wall St. Rank held International Paper as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.