AFG
SW

Atomi Financial Group’s Smurfit Westrock SW Stock Holding History

Atomi Financial 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
Q2 		$442K Sell
9,564
-70
-0.7% -$2.89K 0.01% 830
2026
Q1 		$384K Buy
9,634
+895
+10% +$38.6K 0.01% 824
2025
Q4 		$338K Buy
8,739
+1,521
+21% +$58K 0.01% 877
2025
Q3 		$307K Buy
7,218
+947
+15% +$42.9K 0.01% 877
2025
Q2 		$271K Buy
+6,271
New +$268K 0.01% 873
2025
Q1 		– Sell
-4,294
Closed -$231K – 1134
2024
Q4 		$231K Sell
4,294
-776
-15% -$39.5K 0.01% 848
2024
Q3 		$251K Buy
+5,070
New +$231K 0.02% 754

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

Atomi Financial Group's SW Position: Q2 2026 in Review

Atomi Financial Group reduced its Smurfit Westrock (SW) stake by 0.73% in Q2 2026, selling an estimated $2.89K and leaving 9,564 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #830.

Atomi Financial Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Atomi Financial Group held 9,564 shares of Smurfit Westrock worth $442K as of Q2 2026.
  • Atomi Financial Group sold 70 Smurfit Westrock shares in Q2 2026, an estimated $2.89K.
  • Smurfit Westrock made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #830 holding.
  • Atomi Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.