FHA
SW

Flagship Harbor Advisors’s Smurfit Westrock SW Stock Holding History

Flagship Harbor 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
2026
Q2 		$482K Buy
10,425
+1,300
+14% +$53.7K 0.02% 526
2026
Q1 		$364K Buy
9,125
+300
+3% +$12.9K 0.02% 549
2025
Q4 		$341K Buy
+8,825
New +$336K 0.02% 530

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

Flagship Harbor Advisors's SW Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Smurfit Westrock (SW) stake by 14% in Q2 2026, buying an estimated $53.7K and bringing the position to 10,425 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #526.

Flagship Harbor Advisors first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Flagship Harbor Advisors held 10,425 shares of Smurfit Westrock worth $482K as of Q2 2026.
  • Flagship Harbor Advisors bought 1,300 Smurfit Westrock shares in Q2 2026, an estimated $53.7K.
  • Smurfit Westrock made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #526 holding.
  • Flagship Harbor Advisors first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.