FMP
SW

Financial Management Professionals’s Smurfit Westrock SW Stock Holding History

Financial Management Professionals’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 		$786 Buy
17
+5
+42% +$206 ﹤0.01% 902
2026
Q1 		$478 Buy
+12
New +$518 ﹤0.01% 886
2025
Q4 		– Sell
-189
Closed -$8.05K – 1036
2025
Q3 		$8.05K Buy
189
+23
+14% +$1.04K ﹤0.01% 547
2025
Q2 		$7.16K Buy
166
+65
+64% +$2.78K ﹤0.01% 589
2025
Q1 		$4.55K Buy
101
+28
+38% +$1.42K ﹤0.01% 645
2024
Q4 		$3.93K Hold
73
– – ﹤0.01% 648
2024
Q3 		$4K Buy
+73
New +$3.32K ﹤0.01% 672

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Management Professionals's SW Position: Q2 2026 in Review

Financial Management Professionals increased its Smurfit Westrock (SW) stake by 42% in Q2 2026, buying an estimated $206 and bringing the position to 17 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Financial Management Professionals first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.05K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Financial Management Professionals held 17 shares of Smurfit Westrock worth $786 as of Q2 2026.
  • Financial Management Professionals bought 5 Smurfit Westrock shares in Q2 2026, an estimated $206.
  • Smurfit Westrock made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #902 holding.
  • Financial Management Professionals first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Financial Management Professionals's Smurfit Westrock position peaked at $8.05K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.