BHPW
SW

Beverly Hills Private Wealth’s Smurfit Westrock SW Stock Holding History

Beverly Hills Private Wealth’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 		$5.72M Buy
123,600
+26,781
+28% +$1.11M 1.09% 25
2026
Q1 		$3.86M Buy
96,819
+21,943
+29% +$946K 0.64% 46
2025
Q4 		$2.9M Sell
74,876
-13,859
-16% -$528K 0.5% 58
2025
Q3 		$3.78M Sell
88,735
-442
-0.5% -$20K 0.67% 38
2025
Q2 		$3.85M Buy
89,177
+6,031
+7% +$258K 0.72% 31
2025
Q1 		$3.75M Buy
83,146
+6,994
+9% +$355K 0.74% 33
2024
Q4 		$4.1M Buy
76,152
+20,569
+37% +$1.05M 0.83% 28
2024
Q3 		$2.75M Buy
+55,583
New +$2.53M 0.56% 46

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

Beverly Hills Private Wealth's SW Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Smurfit Westrock (SW) stake by 28% in Q2 2026, buying an estimated $1.11M and bringing the position to 123,600 shares worth $5.72M. The position accounts for 1.09% of the portfolio, ranked #25.

Beverly Hills Private Wealth first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Beverly Hills Private Wealth held 123,600 shares of Smurfit Westrock worth $5.72M as of Q2 2026.
  • Beverly Hills Private Wealth bought 26,781 Smurfit Westrock shares in Q2 2026, an estimated $1.11M.
  • Smurfit Westrock made up 1.09% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Beverly Hills Private Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.