BEI
SW

Benjamin Edwards Inc’s Smurfit Westrock SW Stock Holding History

Benjamin Edwards Inc’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 		$301K Buy
6,515
+1,342
+26% +$55.4K ﹤0.01% 1236
2026
Q1 		$206K Buy
+5,173
New +$223K ﹤0.01% 1297
2025
Q4 		– Sell
-15,542
Closed -$662K – 1386
2025
Q3 		$662K Buy
15,542
+8,766
+129% +$397K 0.01% 843
2025
Q2 		$292K Buy
6,776
+264
+4% +$11.3K ﹤0.01% 1002
2025
Q1 		$293K Sell
6,512
-379
-5% -$19.2K ﹤0.01% 938
2024
Q4 		$371K Sell
6,891
-650
-9% -$33.1K 0.01% 920
2024
Q3 		$373K Buy
+7,541
New +$343K 0.01% 892

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

Benjamin Edwards Inc's SW Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Smurfit Westrock (SW) stake by 26% in Q2 2026, buying an estimated $55.4K and bringing the position to 6,515 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Benjamin Edwards Inc first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $662K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Benjamin Edwards Inc held 6,515 shares of Smurfit Westrock worth $301K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,342 Smurfit Westrock shares in Q2 2026, an estimated $55.4K.
  • Smurfit Westrock made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1236 holding.
  • Benjamin Edwards Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Smurfit Westrock position peaked at $662K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.