AWM
SW

AE Wealth Management’s Smurfit Westrock SW Stock Holding History

AE 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 		$26.5M Buy
573,686
+567,544
+9,240% +$23.4M 0.12% 175
2026
Q1 		$245K Sell
6,142
-363,510
-98% -$15.7M ﹤0.01% 1499
2025
Q4 		$14.3M Buy
369,652
+30,804
+9% +$1.17M 0.08% 240
2025
Q3 		$14.4M Buy
338,848
+21,789
+7% +$986K 0.09% 222
2025
Q2 		$13.7M Buy
+317,059
New +$13.6M 0.1% 214

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

AE Wealth Management increased its Smurfit Westrock (SW) stake by 9,240% in Q2 2026, buying an estimated $23.4M and bringing the position to 573,686 shares worth $26.5M. The position accounts for 0.12% of the portfolio, ranked #175.

AE Wealth Management first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • AE Wealth Management held 573,686 shares of Smurfit Westrock worth $26.5M as of Q2 2026.
  • AE Wealth Management bought 567,544 Smurfit Westrock shares in Q2 2026, an estimated $23.4M.
  • Smurfit Westrock made up 0.12% of AE Wealth Management's portfolio in Q2 2026, its #175 holding.
  • AE Wealth Management first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.