Position in IP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,482
-$106,286 QoQ
Shares Held
5,367
-38.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 850 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $4,431,130 across 8 Packaging & Containers names. IP ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
10,839 | $1,759,711 | |
| 2 | CCK |
Crown Holdings, Inc.
|
7,392 | $826,573 | |
| 3 | BALL |
BALL Corp
|
7,518 | $469,123 | |
| 4 | REYN |
Reynolds Consumer Products Inc.
|
14,595 | $391,875 | |
| 5 | AMBP |
Ardagh Metal Packaging S.A.
|
65,625 | $311,062 | |
| 6 | AMCR |
Amcor plc
|
6,122 | $265,388 | |
| 7 | IP |
International Paper Co /New/
This page
|
5,367 | $204,482 | |
| 8 | SON |
Sonoco Products Co
|
3,601 | $202,916 |
All Filings in IP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,482 | 5,367 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $310,768 | 8,705 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $208,294 | 5,288 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $393,231 | 8,397 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $280,727 | 5,262 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||