AP
SW

Advisors Preferred’s Smurfit Westrock SW Stock Holding History

Advisors Preferred’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 		$2.61M Sell
65,535
-25,987
-28% -$1.12M 0.38% 58
2025
Q4 		$3.62M Buy
+91,522
New +$3.49M 0.59% 50

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

Advisors Preferred's SW Position: Q1 2026 in Review

Advisors Preferred reduced its Smurfit Westrock (SW) stake by 28% in Q1 2026, selling an estimated $1.12M and leaving 65,535 shares worth $2.61M. The position accounts for 0.38% of the portfolio, ranked #58.

Advisors Preferred first reported a position in SW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.62M in Q4 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Advisors Preferred held 65,535 shares of Smurfit Westrock worth $2.61M as of Q1 2026.
  • Advisors Preferred sold 25,987 Smurfit Westrock shares in Q1 2026, an estimated $1.12M.
  • Smurfit Westrock made up 0.38% of Advisors Preferred's portfolio in Q1 2026, its #58 holding.
  • Advisors Preferred first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • Advisors Preferred's Smurfit Westrock position peaked at $3.62M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.