Commonwealth Equity Services
SW

Commonwealth Equity Services’s Smurfit Westrock SW Stock Holding History

Commonwealth Equity Services’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 		$1.91M Buy
41,368
+1,923
+5% +$79.4K ﹤0.01% 2154
2026
Q1 		$1.57M Sell
39,445
-111
-0.3% -$4.79K ﹤0.01% 2221
2025
Q4 		$1.53M Sell
39,556
-14,837
-27% -$566K ﹤0.01% 2213
2025
Q3 		$2.32M Sell
54,393
-1,135
-2% -$51.4K ﹤0.01% 1885
2025
Q2 		$2.4M Sell
55,528
-9,688
-15% -$414K ﹤0.01% 1850
2025
Q1 		$2.94M Buy
65,216
+886
+1% +$44.9K ﹤0.01% 1642
2024
Q4 		$3.46M Sell
64,330
-10,793
-14% -$550K 0.01% 1477
2024
Q3 		$3.71M Buy
+75,123
New +$3.42M 0.01% 1423

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Commonwealth Equity Services's SW Position: Q2 2026 in Review

Commonwealth Equity Services increased its Smurfit Westrock (SW) stake by 4.9% in Q2 2026, buying an estimated $79.4K and bringing the position to 41,368 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Commonwealth Equity Services first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.71M in Q3 2024. 226 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Commonwealth Equity Services held 41,368 shares of Smurfit Westrock worth $1.91M as of Q2 2026.
  • Commonwealth Equity Services bought 1,923 Smurfit Westrock shares in Q2 2026, an estimated $79.4K.
  • Smurfit Westrock made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2154 holding.
  • Commonwealth Equity Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Commonwealth Equity Services's Smurfit Westrock position peaked at $3.71M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.