EWM
SW

Executive Wealth Management’s Smurfit Westrock SW Stock Holding History

Executive 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
2024
Q4 		$323K Hold
6,000
– – 0.03% 203
2024
Q3 		$297K Buy
+6,000
New +$273K 0.02% 221

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's SW Position: Q4 2024 in Review

Executive Wealth Management held its Smurfit Westrock (SW) position steady in Q4 2024 at 6,000 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #203.

Executive Wealth Management first reported a position in SW in Q3 2024 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold SW as of Q4 2024.

  • Executive Wealth Management held 6,000 shares of Smurfit Westrock worth $323K as of Q4 2024.
  • Executive Wealth Management left its Smurfit Westrock share count unchanged in Q4 2024.
  • Smurfit Westrock made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #203 holding.
  • Executive Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.