FHA
SW

First Horizon Advisors’s Smurfit Westrock SW Stock Holding History

First Horizon Advisors’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
Q2 		$18.4K Sell
426
-48
-10% -$2.05K ﹤0.01% 1454
2025
Q1 		$21.4K Sell
474
-223
-32% -$11.3K ﹤0.01% 1297
2024
Q4 		$37.6K Buy
697
+570
+449% +$29K ﹤0.01% 1069
2024
Q3 		$6.29K Buy
+127
New +$5.78K ﹤0.01% 1753

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's SW Position: Q2 2025 in Review

First Horizon Advisors reduced its Smurfit Westrock (SW) stake by 10% in Q2 2025, selling an estimated $2.05K and leaving 426 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

First Horizon Advisors first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $37.6K in Q4 2024. 576 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • First Horizon Advisors held 426 shares of Smurfit Westrock worth $18.4K as of Q2 2025.
  • First Horizon Advisors sold 48 Smurfit Westrock shares in Q2 2025, an estimated $2.05K.
  • Smurfit Westrock made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1454 holding.
  • First Horizon Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • First Horizon Advisors's Smurfit Westrock position peaked at $37.6K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.