AWM
SW

Axxcess Wealth Management’s Smurfit Westrock SW Stock Holding History

Axxcess 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 		$359K Buy
+7,763
New +$321K 0.01% 813
2025
Q1 		– Sell
-4,261
Closed -$229K – 951
2024
Q4 		$229K Sell
4,261
-218
-5% -$11.1K 0.01% 765
2024
Q3 		$221K Buy
+4,479
New +$204K 0.01% 812

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

Axxcess Wealth Management's SW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 7,763 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SW as recently as Q4 2024.

Axxcess Wealth Management first reported a position in SW in Q3 2024 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Axxcess Wealth Management held 7,763 shares of Smurfit Westrock worth $359K as of Q2 2026.
  • Smurfit Westrock was a new Axxcess Wealth Management position in Q2 2026.
  • Smurfit Westrock made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #813 holding.
  • Axxcess Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.