CT
SW

Colonial Trust’s Smurfit Westrock SW Stock Holding History

Colonial Trust’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 		$5.13K Buy
111
+12
+12% +$496 ﹤0.01% 859
2026
Q1 		$3.94K Hold
99
– – ﹤0.01% 904
2025
Q4 		$3.84K Sell
99
-7
-7% -$267 ﹤0.01% 895
2025
Q3 		$4.51K Buy
106
+28
+36% +$1.27K ﹤0.01% 855
2025
Q2 		$3.36K Sell
78
-7
-8% -$299 ﹤0.01% 900
2025
Q1 		$3.77K Sell
85
-93
-52% -$4.72K ﹤0.01% 878
2024
Q4 		$9.56K Buy
178
+166
+1,383% +$8.46K ﹤0.01% 948
2024
Q3 		$601 Buy
+12
New +$546 ﹤0.01% 1045

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

Colonial Trust's SW Position: Q2 2026 in Review

Colonial Trust increased its Smurfit Westrock (SW) stake by 12% in Q2 2026, buying an estimated $496 and bringing the position to 111 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Colonial Trust first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.56K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Colonial Trust held 111 shares of Smurfit Westrock worth $5.13K as of Q2 2026.
  • Colonial Trust bought 12 Smurfit Westrock shares in Q2 2026, an estimated $496.
  • Smurfit Westrock made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #859 holding.
  • Colonial Trust first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Smurfit Westrock position peaked at $9.56K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.