AWA
SW

Aaron Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Aaron Wealth Advisors’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
Q2 		$308K Buy
6,661
+432
+7% +$17.8K 0.02% 568
2026
Q1 		$248K Buy
+6,229
New +$269K 0.01% 614

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aaron Wealth Advisors's SW Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Smurfit Westrock (SW) stake by 6.9% in Q2 2026, buying an estimated $17.8K and bringing the position to 6,661 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #568.

Aaron Wealth Advisors first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Aaron Wealth Advisors held 6,661 shares of Smurfit Westrock worth $308K as of Q2 2026.
  • Aaron Wealth Advisors bought 432 Smurfit Westrock shares in Q2 2026, an estimated $17.8K.
  • Smurfit Westrock made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • Aaron Wealth Advisors first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.