BC
SW

Burney Company’s Smurfit Westrock SW Stock Holding History

Burney Company’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 		$749K Sell
16,199
-198
-1% -$8.18K 0.02% 400
2026
Q1 		$653K Sell
16,397
-400
-2% -$17.3K 0.02% 397
2025
Q4 		$650K Sell
16,797
-1,524
-8% -$58.1K 0.02% 395
2025
Q3 		$780K Sell
18,321
-942
-5% -$42.6K 0.02% 347
2025
Q2 		$831K Sell
19,263
-26,112
-58% -$1.12M 0.03% 333
2025
Q1 		$2.04M Sell
45,375
-1,106
-2% -$56.1K 0.07% 206
2024
Q4 		$2.5M Sell
46,481
-330
-0.7% -$16.8K 0.09% 190
2024
Q3 		$2.31M Buy
+46,811
New +$2.13M 0.08% 198

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

Burney Company's SW Position: Q2 2026 in Review

Burney Company reduced its Smurfit Westrock (SW) stake by 1.2% in Q2 2026, selling an estimated $8.18K and leaving 16,199 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #400.

Burney Company first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Burney Company held 16,199 shares of Smurfit Westrock worth $749K as of Q2 2026.
  • Burney Company sold 198 Smurfit Westrock shares in Q2 2026, an estimated $8.18K.
  • Smurfit Westrock made up 0.02% of Burney Company's portfolio in Q2 2026, its #400 holding.
  • Burney Company first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Burney Company's Smurfit Westrock position peaked at $2.5M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.