Beaird Harris Wealth Management’s Smurfit Westrock SW Stock Holding History

Beaird Harris 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	$3.56K	Sell	77 -157	-67%	-$6.48K	﹤0.01%	477
2026 Q1	$9.32K	Hold	234	–	–	﹤0.01%	368
2025 Q4	$9.05K	Sell	234 -94	-29%	-$3.58K	﹤0.01%	404
2025 Q3	$14K	Hold	328	–	–	﹤0.01%	360
2025 Q2	$14.2K	Sell	328 -118	-26%	-$5.05K	﹤0.01%	358
2025 Q1	$20.1K	Hold	446	–	–	﹤0.01%	311
2024 Q4	$24K	Buy	+446	New	+$22.7K	﹤0.01%	297

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beaird Harris Wealth Management's SW Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Smurfit Westrock (SW) stake by 67% in Q2 2026, selling an estimated $6.48K and leaving 77 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Beaird Harris Wealth Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Beaird Harris Wealth Management held 77 shares of Smurfit Westrock worth $3.56K as of Q2 2026.
Beaird Harris Wealth Management sold 157 Smurfit Westrock shares in Q2 2026, an estimated $6.48K.
Smurfit Westrock made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #477 holding.
Beaird Harris Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Beaird Harris Wealth Management's Smurfit Westrock position peaked at $24K in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.