AmeriFlex Group
SW icon

AmeriFlex Group’s Smurfit Westrock SW Stock Holding History

AmeriFlex Group’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
Q3 		– Sell
-242
Closed -$11.2K – 1730
2026
Q2 		$11.2K Buy
+242
New +$10K ﹤0.01% 827
2025
Q3 		– Sell
-2
Closed -$89 – 1398
2025
Q2 		$89 Hold
2
– – ﹤0.01% 1047
2025
Q1 		$94 Buy
+2
New +$101 ﹤0.01% 1258

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

AmeriFlex Group's SW Position: Q3 2026 in Review

AmeriFlex Group sold out of Smurfit Westrock (SW) in Q3 2026, closing a stake of 242 shares — an estimated $11.2K sold.

AmeriFlex Group first reported a position in SW in Q1 2025 and held it in 3 quarters. The position peaked at $11.2K in Q2 2026. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • AmeriFlex Group reported no remaining Smurfit Westrock position as of Q3 2026 after selling out during the quarter.
  • AmeriFlex Group sold 242 Smurfit Westrock shares in Q3 2026, an estimated $11.2K.
  • AmeriFlex Group first reported a position in Smurfit Westrock in Q1 2025 and held it in 3 quarters.
  • AmeriFlex Group's Smurfit Westrock position peaked at $11.2K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.