XWM
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Xcel Wealth Management’s International Paper IP Stock Holding History

Xcel 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
2026
Q1 		– Sell
-5,801
Closed -$229K – 139
2025
Q4 		$229K Hold
5,801
– – 0.06% 136
2025
Q3 		$269K Sell
5,801
-150
-3% -$7.33K 0.07% 128
2025
Q2 		$279K Sell
5,951
-50
-0.8% -$2.36K 0.08% 120
2025
Q1 		$320K Sell
6,001
-100
-2% -$5.47K 0.1% 111
2024
Q4 		$328K Hold
6,101
– – 0.09% 106
2024
Q3 		$298K Hold
6,101
– – 0.09% 110
2024
Q2 		$263K Sell
6,101
-38
-0.6% -$1.54K 0.08% 113
2024
Q1 		$240K Buy
6,139
+39
+0.6% +$1.42K 0.07% 117
2023
Q4 		$221K Hold
6,100
– – 0.08% 105
2023
Q3 		$216K Sell
6,100
-4,135
-40% -$141K 0.09% 100
2023
Q2 		$326K Sell
10,235
-302
-3% -$9.89K 0.1% 112
2023
Q1 		$380K Buy
10,537
+343
+3% +$12.7K 0.13% 98
2022
Q4 		$353K Hold
10,194
– – 0.14% 96
2022
Q3 		$323K Hold
10,194
– – 0.12% 100
2022
Q2 		$426K Buy
10,194
+2
+0% +$93 0.16% 85
2022
Q1 		$470K Buy
10,192
+1,215
+14% +$55.9K 0.13% 95
2021
Q4 		$422K Sell
8,977
-501
-5% -$24.7K 0.11% 112
2021
Q3 		$502K Buy
9,478
+317
+3% +$17.6K 0.15% 96
2021
Q2 		$532K Sell
9,161
-15,180
-62% -$867K 0.16% 93
2021
Q1 		$1.25M Sell
24,341
-26,241
-52% -$1.28M 0.44% 54
2020
Q4 		$2.38M Sell
50,582
-3,168
-6% -$142K 1.03% 31
2020
Q3 		$2.06M Sell
53,750
-634
-1% -$22.4K 1.06% 31
2020
Q2 		$1.81M Sell
54,384
-465
-0.8% -$14.8K 1.12% 28
2020
Q1 		$1.62M Buy
54,849
+4,673
+9% +$173K 1.46% 25
2019
Q4 		$2.19M Buy
50,176
+528
+1% +$22.2K 1.82% 19
2019
Q3 		$1.97M Buy
49,648
+9,029
+22% +$353K 1.82% 19
2019
Q2 		$1.67M Buy
40,619
+14,810
+57% +$627K 1.63% 21
2019
Q1 		$1.13M Buy
25,809
+13,037
+102% +$565K 1.17% 28
2018
Q4 		$488K Buy
+12,772
New +$536K 0.6% 36

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

Xcel Wealth Management's IP Position: Q1 2026 in Review

Xcel Wealth Management sold out of International Paper (IP) in Q1 2026, closing a stake of 5,801 shares — an estimated $229K sold.

Xcel Wealth Management first reported a position in IP in Q4 2018 and held it in 29 quarters. The position peaked at $2.38M in Q4 2020. 834 funds tracked by Wall St. Rank hold IP as of Q1 2026.

  • Xcel Wealth Management reported no remaining International Paper position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 5,801 International Paper shares in Q1 2026, an estimated $229K.
  • Xcel Wealth Management first reported a position in International Paper in Q4 2018 and held it in 29 quarters.
  • Xcel Wealth Management's International Paper position peaked at $2.38M in Q4 2020.
  • 834 funds tracked by Wall St. Rank held International Paper as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.