AW
SW

Avion Wealth’s Smurfit Westrock SW Stock Holding History

Avion Wealth’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 		$3K Buy
68
+16
+31% +$661 ﹤0.01% 1008
2026
Q1 		$2K Buy
52
+12
+30% +$518 ﹤0.01% 943
2025
Q4 		$1K Sell
40
-9
-18% -$343 ﹤0.01% 1172
2025
Q3 		$2K Sell
49
-12
-20% -$543 ﹤0.01% 931
2025
Q2 		$2K Buy
61
+34
+126% +$1.46K ﹤0.01% 878
2025
Q1 		$1K Hold
27
– – ﹤0.01% 963
2024
Q4 		$1K Sell
27
-84
-76% -$4.28K ﹤0.01% 961
2024
Q3 		$5K Buy
+111
New +$5.05K ﹤0.01% 545

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

Avion Wealth's SW Position: Q2 2026 in Review

Avion Wealth increased its Smurfit Westrock (SW) stake by 31% in Q2 2026, buying an estimated $661 and bringing the position to 68 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Avion Wealth first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5K in Q3 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Avion Wealth held 68 shares of Smurfit Westrock worth $3K as of Q2 2026.
  • Avion Wealth bought 16 Smurfit Westrock shares in Q2 2026, an estimated $661.
  • Smurfit Westrock made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1008 holding.
  • Avion Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Avion Wealth's Smurfit Westrock position peaked at $5K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.