Abound Wealth Management’s Smurfit Westrock SW Stock Holding History

Abound 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
2026 Q2	$617	Sell	13 -88	-87%	-$3.63K	﹤0.01%	911
2026 Q1	$4.04K	Buy	101 +16	+19%	+$690	﹤0.01%	780
2025 Q4	$3.3K	Hold	85	–	–	﹤0.01%	764
2025 Q3	$3.63K	Hold	85	–	–	﹤0.01%	716
2025 Q2	$3.68K	Buy	85 +27	+47%	+$1.16K	﹤0.01%	648
2025 Q1	$2.63K	Sell	58 -42	-42%	-$2.13K	﹤0.01%	662
2024 Q4	$5.4K	Buy	100 +56	+127%	+$2.85K	﹤0.01%	507
2024 Q3	$2.18K	Buy	+44	New	+$2K	﹤0.01%	691

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Abound Wealth Management's SW Position: Q2 2026 in Review

Abound Wealth Management reduced its Smurfit Westrock (SW) stake by 87% in Q2 2026, selling an estimated $3.63K and leaving 13 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Abound Wealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.4K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Abound Wealth Management held 13 shares of Smurfit Westrock worth $617 as of Q2 2026.
Abound Wealth Management sold 88 Smurfit Westrock shares in Q2 2026, an estimated $3.63K.
Smurfit Westrock made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #911 holding.
Abound Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's Smurfit Westrock position peaked at $5.4K in Q4 2024.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.