Cornerstone Planning Group’s Smurfit Westrock SW Stock Holding History

Cornerstone Planning Group’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	$2.71K	Sell	61 -26	-30%	-$1.07K	﹤0.01%	1242
2026 Q1	$3.44K	Buy	87 +50	+135%	+$2.16K	﹤0.01%	1181
2025 Q4	$1.57K	Sell	37 -77	-68%	-$2.94K	﹤0.01%	1243
2025 Q3	$38.6K	Buy	114 +53	+87%	+$2.4K	0.01%	399
2025 Q2	$2.69K	Buy	61 +21	+53%	+$898	﹤0.01%	871
2025 Q1	$1.68K	Buy	40 +7	+21%	+$355	﹤0.01%	1027
2024 Q4	$1.81K	Buy	33 +16	+94%	+$815	﹤0.01%	818
2024 Q3	$760	Buy	+17	New	+$773	﹤0.01%	1003

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's SW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Smurfit Westrock (SW) stake by 30% in Q2 2026, selling an estimated $1.07K and leaving 61 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Cornerstone Planning Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.6K in Q3 2025. 350 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Cornerstone Planning Group held 61 shares of Smurfit Westrock worth $2.71K as of Q2 2026.
Cornerstone Planning Group sold 26 Smurfit Westrock shares in Q2 2026, an estimated $1.07K.
Smurfit Westrock made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1242 holding.
Cornerstone Planning Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's Smurfit Westrock position peaked at $38.6K in Q3 2025.
350 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.