Abich Financial Wealth Management’s Smurfit Westrock SW Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$11.6K	Buy	+272	New	+$12.3K	﹤0.01%	459

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's SW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Smurfit Westrock (SW) in Q3 2025: 272 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

600 funds tracked by Wall St. Rank hold SW as of Q3 2025.

Abich Financial Wealth Management held 272 shares of Smurfit Westrock worth $11.6K as of Q3 2025.
Smurfit Westrock was a new Abich Financial Wealth Management position in Q3 2025.
Smurfit Westrock made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #459 holding.
600 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.