Action Point Financial Planning’s Smurfit Westrock SW Stock Holding History

Action Point Financial Planning’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	$6.52K	Buy	+141	New	+$5.82K	﹤0.01%	1681

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

Action Point Financial Planning's SW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Smurfit Westrock (SW) in Q2 2026: 141 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings.

635 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Action Point Financial Planning held 141 shares of Smurfit Westrock worth $6.52K as of Q2 2026.
Smurfit Westrock was a new Action Point Financial Planning position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1681 holding.
635 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.