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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bogart Wealth LLC's SW Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Smurfit Westrock (SW) in Q1 2026: 34 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in SW as recently as Q2 2025.

Bogart Wealth LLC first reported a position in SW in Q2 2025 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Bogart Wealth LLC held 34 shares of Smurfit Westrock worth $1.35K as of Q1 2026.
  • Smurfit Westrock was a new Bogart Wealth LLC position in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1373 holding.
  • Bogart Wealth LLC first reported a position in Smurfit Westrock in Q2 2025 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.