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
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 $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

Atomi Financial Group's SW Position: Q1 2026 in Review

Atomi Financial Group increased its Smurfit Westrock (SW) stake by 10% in Q1 2026, buying an estimated $38.6K and bringing the position to 9,634 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #824.

Atomi Financial Group first reported a position in SW in Q3 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Atomi Financial Group held 9,634 shares of Smurfit Westrock worth $384K as of Q1 2026.
  • Atomi Financial Group bought 895 Smurfit Westrock shares in Q1 2026, an estimated $38.6K.
  • Smurfit Westrock made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #824 holding.
  • Atomi Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.