Burk Holdings’s Smurfit Westrock SW Stock Holding History

Burk Holdings’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	$1.2K	Hold	26	–	–	﹤0.01%	564
2026 Q1	$1.04K	Buy	+26	New	+$1.12K	﹤0.01%	593

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Burk Holdings's SW Position: Q2 2026 in Review

Burk Holdings held its Smurfit Westrock (SW) position steady in Q2 2026 at 26 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Burk Holdings first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Burk Holdings held 26 shares of Smurfit Westrock worth $1.2K as of Q2 2026.
Burk Holdings left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #564 holding.
Burk Holdings first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.