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
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 $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

AlphaStar Capital Management's SW Position: Q1 2026 in Review

AlphaStar Capital Management opened a new position in Smurfit Westrock (SW) in Q1 2026: 9,130 shares worth $364K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings. This is a return to the name: AlphaStar Capital Management previously reported a position in SW as recently as Q1 2025.

AlphaStar Capital Management first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • AlphaStar Capital Management held 9,130 shares of Smurfit Westrock worth $364K as of Q1 2026.
  • Smurfit Westrock was a new AlphaStar Capital Management position in Q1 2026.
  • Smurfit Westrock made up 0.03% of AlphaStar Capital Management's portfolio in Q1 2026, its #179 holding.
  • AlphaStar Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • AlphaStar Capital Management's Smurfit Westrock position peaked at $1.17M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.