BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in IP — International Paper Co /New/
CIK 2010186
CINCINNATI, OH
Position in IP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,332
+$12,034 QoQ
Shares Held
1,846
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 850 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $280,340 across 8 Packaging & Containers names. IP ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
697 | $166,081 | |
| 2 | IP |
International Paper Co /New/
This page
|
1,846 | $70,332 | |
| 3 | AMCR |
Amcor plc
|
748 | $32,425 | |
| 4 | SW |
Smurfit Westrock plc
|
180 | $8,326 | |
| 5 | BALL |
BALL Corp
|
40 | $2,496 | |
| 6 | AVY |
Avery Dennison Corp
|
2 | $324 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
7 | $187 | |
| 8 | SON |
Sonoco Products Co
|
3 | $169 |
All Filings in IP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,332 | 1,846 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $58,298 | 1,633 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,043 | 1,372 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $81,896 | 1,765 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $93,800 | 2,003 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $90,801 | 1,702 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $138,155 | 2,567 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $125,397 | 2,567 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $110,766 | 2,567 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $111,870 | 2,867 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $103,642 | 2,867 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $101,692 | 2,867 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $91,199 | 2,867 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $92,566 | 2,567 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $88,895 | 2,567 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $81,373 | 2,567 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $107,377 | 2,567 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $118,467 | 2,567 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $72,695 | 1,300 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $79,702 | 1,300 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $70,291 | 1,300 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $64,635 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $52,702 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $45,772 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $76,144 | 2,446 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||