BIA
SW

Bell Investment Advisors’s Smurfit Westrock SW Stock Holding History

Bell Investment Advisors’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 		$1.8K Sell
39
-84
-68% -$3.47K ﹤0.01% 1370
2026
Q1 		$4.9K Buy
123
+108
+720% +$4.66K ﹤0.01% 967
2025
Q4 		$581 Sell
15
-59
-80% -$2.25K ﹤0.01% 1690
2025
Q3 		$3.15K Buy
74
+2
+3% +$91 ﹤0.01% 1147
2025
Q2 		$3.11K Sell
72
-1
-1% -$43 ﹤0.01% 1185
2025
Q1 		$3.29K Sell
73
-18
-20% -$913 ﹤0.01% 1103
2024
Q4 		$4.9K Sell
91
-2
-2% -$102 ﹤0.01% 935
2024
Q3 		$4.6K Buy
+93
New +$4.23K ﹤0.01% 971

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

Bell Investment Advisors's SW Position: Q2 2026 in Review

Bell Investment Advisors reduced its Smurfit Westrock (SW) stake by 68% in Q2 2026, selling an estimated $3.47K and leaving 39 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Bell Investment Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.9K in Q1 2026. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bell Investment Advisors held 39 shares of Smurfit Westrock worth $1.8K as of Q2 2026.
  • Bell Investment Advisors sold 84 Smurfit Westrock shares in Q2 2026, an estimated $3.47K.
  • Smurfit Westrock made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1370 holding.
  • Bell Investment Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Bell Investment Advisors's Smurfit Westrock position peaked at $4.9K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.