ACA
SW

Atlas Capital Advisors’s Smurfit Westrock SW Stock Holding History

Atlas Capital Advisors’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 		$10.5K Buy
+226
New +$9.33K ﹤0.01% 891
2025
Q1 		– Sell
-106
Closed -$5.71K – 1020
2024
Q4 		$5.71K Hold
106
– – ﹤0.01% 820
2024
Q3 		$5.24K Buy
+106
New +$4.82K ﹤0.01% 773

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

Atlas Capital Advisors's SW Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 226 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in SW as recently as Q4 2024.

Atlas Capital Advisors first reported a position in SW in Q3 2024 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Atlas Capital Advisors held 226 shares of Smurfit Westrock worth $10.5K as of Q2 2026.
  • Smurfit Westrock was a new Atlas Capital Advisors position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #891 holding.
  • Atlas Capital Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.