CWC
SW

Carolinas Wealth Consulting’s Smurfit Westrock SW Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-493
Closed -$22.2K – 1002
2025
Q1 		$22.2K Sell
493
-11
-2% -$558 ﹤0.01% 448
2024
Q4 		$27.1K Sell
504
-12
-2% -$611 0.01% 436
2024
Q3 		$25.5K Buy
+516
New +$23.5K ﹤0.01% 453

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's SW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 493 shares — an estimated $22.2K sold.

Carolinas Wealth Consulting first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $27.1K in Q4 2024. 576 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 493 Smurfit Westrock shares in Q2 2025, an estimated $22.2K.
  • Carolinas Wealth Consulting first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Smurfit Westrock position peaked at $27.1K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.