BWAM
SW

Boyd Watterson Asset Management’s Smurfit Westrock SW Stock Holding History

Boyd Watterson Asset Management’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 		$1.06K Hold
23
– – ﹤0.01% 373
2026
Q1 		$917 Hold
23
– – ﹤0.01% 372
2025
Q4 		$889 Hold
23
– – ﹤0.01% 406
2025
Q3 		$979 Hold
23
– – ﹤0.01% 402
2025
Q2 		$992 Hold
23
– – ﹤0.01% 404
2025
Q1 		$1.04K Hold
23
– – ﹤0.01% 407
2024
Q4 		$1.24K Hold
23
– – ﹤0.01% 412
2024
Q3 		$1.14K Buy
+23
New +$1.05K ﹤0.01% 415

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

Boyd Watterson Asset Management's SW Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 23 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Boyd Watterson Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Boyd Watterson Asset Management held 23 shares of Smurfit Westrock worth $1.06K as of Q2 2026.
  • Boyd Watterson Asset Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #373 holding.
  • Boyd Watterson Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Boyd Watterson Asset Management's Smurfit Westrock position peaked at $1.24K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.