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
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 $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

Bartlett & Co Wealth Management's SW Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Smurfit Westrock (SW) stake by 12% in Q1 2026, buying an estimated $431 and bringing the position to 94 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Bartlett & Co Wealth Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $90K in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Bartlett & Co Wealth Management held 94 shares of Smurfit Westrock worth $3.57K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 10 Smurfit Westrock shares in Q1 2026, an estimated $431.
  • Smurfit Westrock made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1055 holding.
  • Bartlett & Co Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Bartlett & Co Wealth Management's Smurfit Westrock position peaked at $90K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.