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Whalen Wealth Management’s International Paper IP Stock Holding History

Whalen Wealth Management’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
-12,902
Closed -$604K – 222
2025
Q2 		$604K Buy
+12,902
New +$610K 0.38% 78

Other funds holding IP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's IP Position: Q3 2025 in Review

Whalen Wealth Management sold out of International Paper (IP) in Q3 2025, closing a stake of 12,902 shares — an estimated $604K sold.

Whalen Wealth Management first reported a position in IP in Q2 2025 and held it in 1 quarter. The position peaked at $604K in Q2 2025. 871 funds tracked by Wall St. Rank hold IP as of Q3 2025.

  • Whalen Wealth Management reported no remaining International Paper position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 12,902 International Paper shares in Q3 2025, an estimated $604K.
  • Whalen Wealth Management first reported a position in International Paper in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's International Paper position peaked at $604K in Q2 2025.
  • 871 funds tracked by Wall St. Rank held International Paper as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.