CWM
SW

Crowley Wealth Management’s Smurfit Westrock SW Stock Holding History

Crowley Wealth Management’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
2025
Q3 		– Sell
-100
Closed – – 416
2025
Q2 		$0 Hold
100
– – ﹤0.01% 419
2025
Q1 		$4.51K Hold
100
– – ﹤0.01% 306
2024
Q4 		$5.39K Buy
+100
New +$5.09K ﹤0.01% 306

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crowley Wealth Management's SW Position: Q3 2025 in Review

Crowley Wealth Management sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 100 shares.

Crowley Wealth Management first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $5.39K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Crowley Wealth Management reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 100 Smurfit Westrock shares in Q3 2025.
  • Crowley Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • Crowley Wealth Management's Smurfit Westrock position peaked at $5.39K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Crowley Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.