IP β€” INTERNATIONAL PAPER

Ownership history in Wellington Shields & Co., LLC  Β·  44 quarters on record

AI Ownership Summary

Wellington Shields & Co., LLC reported INTERNATIONAL PAPER (IP) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows IP at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellington Shields & Co., LLC's position in INTERNATIONAL PAPER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IP was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wellington Shields & Co., LLC held IP β€” position size vs. price
% of Fund (quarterly)    IP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,124 β€” 0% 0.04% $145K 2025-11-05 $35.52
2025 Q2 ADDED 3,124 +27 +0.9% 0.04% $146K 2025-08-05 $44.66
2025 Q1 UNCHANGED 3,097 β€” 0% 0.05% $165K 2025-05-08 $43.09
2024 Q4 UNCHANGED 3,097 β€” 0% 0.05% $167K 2025-02-10 $52.14
2024 Q3 ADDED 3,097 +9 +0.3% 0.05% $151K 2024-11-13 $53.20
2024 Q2 ADDED 3,088 +11 +0.4% 0.04% $133K 2024-08-07 $41.36
2024 Q1 REDUCED 3,077 -1,987 -39.2% 0.04% $120K 2024-05-03 $33.52
2023 Q4 ADDED 5,064 +13 +0.3% 0.04% $183K 2024-02-09 $32.15
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wellington Shields & Co., LLC and IP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellington Shields & Co., LLC reported owning IP?

Wellington Shields & Co., LLC reported IP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IP position in Wellington Shields & Co., LLC's portfolio?

The largest reported portfolio weight for IP was 0.05% in 2025 Q1.

What is the latest reported IP position on this page?

The most recent filing on this page is 2025 Q3, when Wellington Shields & Co., LLC reported 3,124 shares, equal to 0.04% of portfolio, with an estimated market value of $145K.

What does the chart on this IP ownership page compare?

The chart compares Wellington Shields & Co., LLC's quarterly IP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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