BHWM
SW

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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 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. 68 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.
  • 68 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.