AA
SW

Addison Advisors’s Smurfit Westrock SW Stock Holding History

Addison 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
Q1 		$1.59K Hold
40
– – ﹤0.01% 849
2025
Q4 		$1.55K Hold
40
– – ﹤0.01% 804
2025
Q3 		$1.7K Buy
+40
New +$1.81K ﹤0.01% 788

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Addison Advisors's SW Position: Q1 2026 in Review

Addison Advisors held its Smurfit Westrock (SW) position steady in Q1 2026 at 40 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Addison Advisors first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.7K in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Addison Advisors held 40 shares of Smurfit Westrock worth $1.59K as of Q1 2026.
  • Addison Advisors left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #849 holding.
  • Addison Advisors first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • Addison Advisors's Smurfit Westrock position peaked at $1.7K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.