Creative Planning
SW

Creative Planning’s Smurfit Westrock SW Stock Holding History

Creative Planning’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
Q1 		$730K Buy
18,326
+10,974
+149% +$473K ﹤0.01% 2721
2025
Q4 		$284K Buy
7,352
+270
+4% +$10.3K ﹤0.01% 3278
2025
Q3 		$301K Buy
7,082
+338
+5% +$15.3K ﹤0.01% 3140
2025
Q2 		$291K Sell
6,744
-15,364
-69% -$657K ﹤0.01% 2919
2025
Q1 		$996K Sell
22,108
-2,274
-9% -$115K ﹤0.01% 1719
2024
Q4 		$1.31M Buy
24,382
+7,705
+46% +$392K ﹤0.01% 1442
2024
Q3 		$824K Buy
+16,677
New +$758K ﹤0.01% 1673

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Planning's SW Position: Q1 2026 in Review

Creative Planning increased its Smurfit Westrock (SW) stake by 149% in Q1 2026, buying an estimated $473K and bringing the position to 18,326 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Creative Planning first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Creative Planning held 18,326 shares of Smurfit Westrock worth $730K as of Q1 2026.
  • Creative Planning bought 10,974 Smurfit Westrock shares in Q1 2026, an estimated $473K.
  • Smurfit Westrock made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2721 holding.
  • Creative Planning first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's Smurfit Westrock position peaked at $1.31M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.