FP
SW

Financial Perspectives’s Smurfit Westrock SW Stock Holding History

Financial Perspectives’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 		$10.4K Hold
224
– – ﹤0.01% 541
2026
Q1 		$8.93K Hold
224
– – ﹤0.01% 542
2025
Q4 		$8.66K Hold
224
– – ﹤0.01% 541
2025
Q3 		$9.54K Hold
224
– – ﹤0.01% 525
2025
Q2 		$9.67K Hold
224
– – ﹤0.01% 511
2025
Q1 		$10.1K Hold
224
– – ﹤0.01% 498
2024
Q4 		$12.1K Hold
224
– – ﹤0.01% 483
2024
Q3 		$11.1K Buy
+224
New +$10.2K ﹤0.01% 466

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 Perspectives's SW Position: Q2 2026 in Review

Financial Perspectives held its Smurfit Westrock (SW) position steady in Q2 2026 at 224 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Financial Perspectives first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.1K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Financial Perspectives held 224 shares of Smurfit Westrock worth $10.4K as of Q2 2026.
  • Financial Perspectives left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #541 holding.
  • Financial Perspectives first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Financial Perspectives's Smurfit Westrock position peaked at $12.1K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.