BHWM
SW

Bay Harbor Wealth Management’s Smurfit Westrock SW Stock Holding History

Bay Harbor 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 		$25.5K Buy
552
+513
+1,315% +$21.2K 0.01% 180
2026
Q1 		$1.55K Buy
39
+21
+117% +$906 ﹤0.01% 623
2025
Q4 		$696 Sell
18
-1
-5% -$38 ﹤0.01% 733
2025
Q3 		$808 Buy
19
+11
+138% +$498 ﹤0.01% 581
2025
Q2 		$345 Buy
8
+2
+33% +$86 ﹤0.01% 755
2025
Q1 		$270 Buy
+6
New +$304 ﹤0.01% 585

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

Bay Harbor Wealth Management's SW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Smurfit Westrock (SW) stake by 1,315% in Q2 2026, buying an estimated $21.2K and bringing the position to 552 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #180.

Bay Harbor Wealth Management first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bay Harbor Wealth Management held 552 shares of Smurfit Westrock worth $25.5K as of Q2 2026.
  • Bay Harbor Wealth Management bought 513 Smurfit Westrock shares in Q2 2026, an estimated $21.2K.
  • Smurfit Westrock made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Bay Harbor Wealth Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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