APG
SW

Abacus Planning Group’s Smurfit Westrock SW Stock Holding History

Abacus Planning Group’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 		$1.07M Buy
23,118
+52
+0.2% +$2.15K 0.13% 86
2026
Q1 		$919K Hold
23,066
– – 0.12% 90
2025
Q4 		$892K Sell
23,066
-17
-0.1% -$648 0.12% 92
2025
Q3 		$983K Hold
23,083
– – 0.14% 84
2025
Q2 		$996K Sell
23,083
-129
-0.6% -$5.52K 0.15% 82
2025
Q1 		$1.05M Sell
23,212
-385
-2% -$19.5K 0.18% 74
2024
Q4 		$1.27M Buy
+23,597
New +$1.2M 0.22% 62

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

Abacus Planning Group's SW Position: Q2 2026 in Review

Abacus Planning Group increased its Smurfit Westrock (SW) stake by 0.23% in Q2 2026, buying an estimated $2.15K and bringing the position to 23,118 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #86.

Abacus Planning Group first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Abacus Planning Group held 23,118 shares of Smurfit Westrock worth $1.07M as of Q2 2026.
  • Abacus Planning Group bought 52 Smurfit Westrock shares in Q2 2026, an estimated $2.15K.
  • Smurfit Westrock made up 0.13% of Abacus Planning Group's portfolio in Q2 2026, its #86 holding.
  • Abacus Planning Group first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Abacus Planning Group's Smurfit Westrock position peaked at $1.27M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.