Carson Wealth (CWM LLC)
SW

Carson Wealth (CWM LLC)’s Smurfit Westrock SW Stock Holding History

Carson Wealth (CWM LLC)’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 		$264K Buy
6,617
+2,405
+57% +$104K ﹤0.01% 2489
2025
Q4 		$163K Sell
4,212
-3,921
-48% -$149K ﹤0.01% 2730
2025
Q3 		$346K Buy
8,133
+726
+10% +$32.9K ﹤0.01% 2009
2025
Q2 		$320K Buy
7,407
+2,735
+59% +$117K ﹤0.01% 1821
2025
Q1 		$211K Sell
4,672
-1,316
-22% -$66.7K ﹤0.01% 1893
2024
Q4 		$323K Buy
5,988
+1,391
+30% +$70.9K ﹤0.01% 1554
2024
Q3 		$227K Buy
+4,597
New +$209K ﹤0.01% 1693

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Smurfit Westrock (SW) stake by 57% in Q1 2026, buying an estimated $104K and bringing the position to 6,617 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Carson Wealth (CWM LLC) first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $346K in Q3 2025. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,617 shares of Smurfit Westrock worth $264K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,405 Smurfit Westrock shares in Q1 2026, an estimated $104K.
  • Smurfit Westrock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2489 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Smurfit Westrock position peaked at $346K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.