CA
SW

CoreCap Advisors’s Smurfit Westrock SW Stock Holding History

CoreCap Advisors’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 		$6.99K Buy
151
+144
+2,057% +$5.95K ﹤0.01% 2196
2026
Q1 		$279 Hold
7
– – ﹤0.01% 2726
2025
Q4 		$271 Sell
7
-12
-63% -$458 ﹤0.01% 2776
2025
Q3 		$809 Buy
19
+3
+19% +$136 ﹤0.01% 2510
2025
Q2 		$690 Sell
16
-4
-20% -$171 ﹤0.01% 2470
2025
Q1 		$901 Sell
20
-25
-56% -$1.27K ﹤0.01% 2548
2024
Q4 		$2.42K Buy
+45
New +$2.29K ﹤0.01% 2171

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CoreCap Advisors's SW Position: Q2 2026 in Review

CoreCap Advisors increased its Smurfit Westrock (SW) stake by 2,057% in Q2 2026, buying an estimated $5.95K and bringing the position to 151 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

CoreCap Advisors first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • CoreCap Advisors held 151 shares of Smurfit Westrock worth $6.99K as of Q2 2026.
  • CoreCap Advisors bought 144 Smurfit Westrock shares in Q2 2026, an estimated $5.95K.
  • Smurfit Westrock made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2196 holding.
  • CoreCap Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.