AEPWM
SW

Atlantic Edge Private Wealth Management’s Smurfit Westrock SW Stock Holding History

Atlantic Edge Private 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 		$5.23K Hold
113
– – ﹤0.01% 491
2026
Q1 		$4.5K Hold
113
– – ﹤0.01% 470
2025
Q4 		$4.37K Buy
+113
New +$4.31K ﹤0.01% 468

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

Atlantic Edge Private Wealth Management's SW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 113 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Atlantic Edge Private Wealth Management first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 113 shares of Smurfit Westrock worth $5.23K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.