BFWM
SW

Bright Futures Wealth Management’s Smurfit Westrock SW Stock Holding History

Bright Futures Wealth 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
Q1 		– Sell
-20,624
Closed -$798K – 208
2025
Q4 		$798K Buy
+20,624
New +$786K 0.59% 58

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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bright Futures Wealth Management's SW Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 20,624 shares — an estimated $798K sold.

Bright Futures Wealth Management first reported a position in SW in Q4 2025 and held it in 1 quarter. The position peaked at $798K in Q4 2025. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 20,624 Smurfit Westrock shares in Q1 2026, an estimated $798K.
  • Bright Futures Wealth Management first reported a position in Smurfit Westrock in Q4 2025 and held it in 1 quarter.
  • Bright Futures Wealth Management's Smurfit Westrock position peaked at $798K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.