Position in IP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,226,919
-$15,985,485 QoQ
Shares Held
32,203
-93.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 850 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $62,761,349 across 8 Packaging & Containers names. IP ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
135,609 | $32,312,885 | |
| 2 | SW |
Smurfit Westrock plc
|
573,686 | $26,538,684 | |
| 3 | IP |
International Paper Co /New/
This page
|
32,203 | $1,226,919 | |
| 4 | AMCR |
Amcor plc
|
17,985 | $779,643 | |
| 5 | SON |
Sonoco Products Co
|
11,175 | $629,696 | |
| 6 | TRS |
Trimas Corp
|
12,900 | $580,870 | |
| 7 | GEF |
Greif, Inc
|
3,831 | $357,341 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
31,724 | $335,311 |
All Filings in IP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,919 | 32,203 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $17,212,404 | 482,141 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,765,353 | 374,851 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,419,163 | 332,310 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $14,337,637 | 306,164 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $14,918,937 | 279,643 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $21,550,747 | 400,423 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,939,044 | 408,169 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,084,631 | 442,286 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $18,481,268 | 473,636 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $19,714,944 | 545,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,812,057 | 586,751 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,602,764 | 647,682 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $22,409,739 | 621,457 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,045,287 | 549,965 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,710,685 | 400,968 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,814,782 | 234,635 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,430,725 | 139,344 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,078,913 | 108,108 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,636,395 | 100,794 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,080,452 | 82,865 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,711,152 | 68,636 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,265,689 | 45,569 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,962,787 | 48,416 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,746,451 | 49,601 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $794,656 | 25,527 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||