BGAI
SW

Bruce G. Allen Investments’s Smurfit Westrock SW Stock Holding History

Bruce G. Allen Investments’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 		$44.2K Buy
956
+873
+1,052% +$36.1K 0.03% 290
2026
Q1 		$3.31K Buy
+83
New +$3.58K ﹤0.01% 630
2025
Q4 		– Sell
-194
Closed -$8.26K – 1130
2025
Q3 		$8.26K Hold
194
– – 0.01% 496
2025
Q2 		$8.37K Buy
194
+40
+26% +$1.71K 0.01% 501
2025
Q1 		$6.94K Sell
154
-27
-15% -$1.37K 0.01% 512
2024
Q4 		$9.75K Buy
+181
New +$9.22K 0.01% 478

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

Bruce G. Allen Investments's SW Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Smurfit Westrock (SW) stake by 1,052% in Q2 2026, buying an estimated $36.1K and bringing the position to 956 shares worth $44.2K. The position accounts for 0.03% of the portfolio, ranked #290.

Bruce G. Allen Investments first reported a position in SW in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bruce G. Allen Investments held 956 shares of Smurfit Westrock worth $44.2K as of Q2 2026.
  • Bruce G. Allen Investments bought 873 Smurfit Westrock shares in Q2 2026, an estimated $36.1K.
  • Smurfit Westrock made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #290 holding.
  • Bruce G. Allen Investments first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.