BWL
SW

Bogart Wealth LLC’s Smurfit Westrock SW Stock Holding History

Bogart Wealth LLC’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 		$2.31K Buy
50
+16
+47% +$661 ﹤0.01% 1422
2026
Q1 		$1.35K Buy
+34
New +$1.47K ﹤0.01% 1373
2025
Q3 		– Sell
-12
Closed -$518 – 1604
2025
Q2 		$518 Buy
+12
New +$513 ﹤0.01% 1341

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Smurfit Westrock (SW) stake by 47% in Q2 2026, buying an estimated $661 and bringing the position to 50 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Bogart Wealth LLC first reported a position in SW in Q2 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bogart Wealth LLC held 50 shares of Smurfit Westrock worth $2.31K as of Q2 2026.
  • Bogart Wealth LLC bought 16 Smurfit Westrock shares in Q2 2026, an estimated $661.
  • Smurfit Westrock made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1422 holding.
  • Bogart Wealth LLC first reported a position in Smurfit Westrock in Q2 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.