XF
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XML Financial’s International Paper IP Stock Holding History

XML 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
2026
Q2 		$863K Sell
22,655
-14,990
-40% -$513K 0.06% 202
2026
Q1 		$1.34M Sell
37,645
-8,840
-19% -$367K 0.11% 160
2025
Q4 		$1.83M Sell
46,485
-7,058
-13% -$290K 0.15% 130
2025
Q3 		$2.48M Sell
53,543
-1,605
-3% -$78.4K 0.2% 102
2025
Q2 		$2.58M Sell
55,148
-700
-1% -$33.1K 0.22% 96
2025
Q1 		$2.98M Sell
55,848
-2,721
-5% -$149K 0.28% 85
2024
Q4 		$3.15M Sell
58,569
-2,072
-3% -$111K 0.29% 86
2024
Q3 		$2.96M Sell
60,641
-1,573
-3% -$73.3K 0.27% 87
2024
Q2 		$2.68M Sell
62,214
-4,021
-6% -$163K 0.27% 92
2024
Q1 		$2.58M Sell
66,235
-22,003
-25% -$798K 0.26% 95
2023
Q4 		$3.19M Buy
88,238
+379
+0.4% +$13.2K 0.34% 82
2023
Q3 		$3.12M Buy
87,859
+312
+0.4% +$10.6K 0.37% 76
2023
Q2 		$2.78M Buy
87,547
+1,177
+1% +$38.6K 0.32% 85
2023
Q1 		$3.11M Buy
86,370
+742
+0.9% +$27.5K 0.38% 77
2022
Q4 		$2.97M Buy
85,628
+3,887
+5% +$134K 0.37% 81
2022
Q3 		$2.59M Buy
+81,741
New +$3.34M 0.36% 81
2022
Q2 		– Sell
-63,598
Closed -$2.94M – 278
2022
Q1 		$2.94M Buy
63,598
+5,248
+9% +$242K 0.35% 82
2021
Q4 		$2.74M Buy
58,350
+4,782
+9% +$236K 0.33% 88
2021
Q3 		$2.84M Buy
+53,568
New +$2.98M 0.38% 81

Other funds holding IP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XML Financial's IP Position: Q2 2026 in Review

XML Financial reduced its International Paper (IP) stake by 40% in Q2 2026, selling an estimated $513K and leaving 22,655 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #202.

XML Financial first reported a position in IP in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q4 2023. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • XML Financial held 22,655 shares of International Paper worth $863K as of Q2 2026.
  • XML Financial sold 14,990 International Paper shares in Q2 2026, an estimated $513K.
  • International Paper made up 0.06% of XML Financial's portfolio in Q2 2026, its #202 holding.
  • XML Financial first reported a position in International Paper in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's International Paper position peaked at $3.19M in Q4 2023.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.