Alpha Omega Wealth Management’s Smurfit Westrock SW Stock Holding History

Alpha Omega 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	$2.75M	Buy	59,544 +17,716	+42%	+$732K	0.42%	76
2026 Q1	$1.67M	Sell	41,828 -7,236	-15%	-$312K	0.27%	93
2025 Q4	$1.9M	Sell	49,064 -36,945	-43%	-$1.41M	0.31%	90
2025 Q3	$3.66M	Sell	86,009 -829	-1%	-$37.5K	0.61%	52
2025 Q2	$3.75M	Sell	86,838 -4,468	-5%	-$191K	0.67%	47
2025 Q1	$4.11M	Sell	91,306 -6,199	-6%	-$314K	0.79%	41
2024 Q4	$5.25M	Buy	+97,505	New	+$4.97M	1%	26

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

Alpha Omega Wealth Management's SW Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Smurfit Westrock (SW) stake by 42% in Q2 2026, buying an estimated $732K and bringing the position to 59,544 shares worth $2.75M. The position accounts for 0.42% of the portfolio, ranked #76.

Alpha Omega Wealth Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Alpha Omega Wealth Management held 59,544 shares of Smurfit Westrock worth $2.75M as of Q2 2026.
Alpha Omega Wealth Management bought 17,716 Smurfit Westrock shares in Q2 2026, an estimated $732K.
Smurfit Westrock made up 0.42% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #76 holding.
Alpha Omega Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Alpha Omega Wealth Management's Smurfit Westrock position peaked at $5.25M in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.