BCWM
SW

Bartlett & Co Wealth Management’s Smurfit Westrock SW Stock Holding History

Bartlett & Co 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 		$8.33K Buy
180
+86
+91% +$3.55K ﹤0.01% 1016
2026
Q1 		$3.57K Buy
94
+10
+12% +$431 ﹤0.01% 1055
2025
Q4 		$3.25K Buy
84
+18
+27% +$686 ﹤0.01% 1074
2025
Q3 		$2.81K Buy
66
+55
+500% +$2.49K ﹤0.01% 1070
2025
Q2 		$475 Buy
11
+9
+450% +$385 ﹤0.01% 1166
2025
Q1 		$90 Sell
2
-98
-98% -$4.97K ﹤0.01% 1207
2024
Q4 		$5.39K Sell
100
-1,722
-95% -$87.7K ﹤0.01% 965
2024
Q3 		$90K Buy
+1,822
New +$82.9K ﹤0.01% 559

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

Bartlett & Co Wealth Management's SW Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Smurfit Westrock (SW) stake by 91% in Q2 2026, buying an estimated $3.55K and bringing the position to 180 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Bartlett & Co Wealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $90K in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bartlett & Co Wealth Management held 180 shares of Smurfit Westrock worth $8.33K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 86 Smurfit Westrock shares in Q2 2026, an estimated $3.55K.
  • Smurfit Westrock made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1016 holding.
  • Bartlett & Co Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's Smurfit Westrock position peaked at $90K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.