ACM
SW

AlphaStar Capital Management’s Smurfit Westrock SW Stock Holding History

AlphaStar Capital 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 		$423K Buy
9,142
+12
+0.1% +$496 0.03% 195
2026
Q1 		$364K Buy
+9,130
New +$394K 0.03% 179
2025
Q2 		– Sell
-24,293
Closed -$1.09M – 374
2025
Q1 		$1.09M Buy
24,293
+2,648
+12% +$134K 0.11% 81
2024
Q4 		$1.17M Buy
21,645
+2,532
+13% +$129K 0.12% 82
2024
Q3 		$945K Buy
+19,113
New +$869K 0.07% 165

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

AlphaStar Capital Management's SW Position: Q2 2026 in Review

AlphaStar Capital Management increased its Smurfit Westrock (SW) stake by 0.13% in Q2 2026, buying an estimated $496 and bringing the position to 9,142 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #195.

AlphaStar Capital Management first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • AlphaStar Capital Management held 9,142 shares of Smurfit Westrock worth $423K as of Q2 2026.
  • AlphaStar Capital Management bought 12 Smurfit Westrock shares in Q2 2026, an estimated $496.
  • Smurfit Westrock made up 0.03% of AlphaStar Capital Management's portfolio in Q2 2026, its #195 holding.
  • AlphaStar Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • AlphaStar Capital Management's Smurfit Westrock position peaked at $1.17M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.