CWP
SW

Clark Wealth Partners’s Smurfit Westrock SW Stock Holding History

Clark Wealth Partners’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 		$47 Buy
+1
New +$41 ﹤0.01% 562
2025
Q2 		– Sell
-26
Closed -$1.17K – 639
2025
Q1 		$1.17K Hold
26
– – ﹤0.01% 426
2024
Q4 		$1.4K Buy
+26
New +$1.32K ﹤0.01% 409

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

Clark Wealth Partners's SW Position: Q2 2026 in Review

Clark Wealth Partners opened a new position in Smurfit Westrock (SW) in Q2 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Clark Wealth Partners previously reported a position in SW as recently as Q1 2025.

Clark Wealth Partners first reported a position in SW in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.4K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Clark Wealth Partners held 1 share of Smurfit Westrock worth $47 as of Q2 2026.
  • Smurfit Westrock was a new Clark Wealth Partners position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #562 holding.
  • Clark Wealth Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • Clark Wealth Partners's Smurfit Westrock position peaked at $1.4K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.