SPL
SW icon

Superior Planning, LLC’s Smurfit Westrock SW Stock Holding History

Superior Planning, LLC’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.7K Buy
+288
New +$13.3K 0.01% 842

Other funds holding SW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's SW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Smurfit Westrock (SW) in Q3 2026: 288 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings.

480 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Superior Planning, LLC held 288 shares of Smurfit Westrock worth $12.7K as of Q3 2026.
  • Smurfit Westrock was a new Superior Planning, LLC position in Q3 2026.
  • Smurfit Westrock made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #842 holding.
  • 480 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.