GC Wealth Management RIA’s Smurfit Westrock SW Stock Holding History

GC Wealth Management RIA’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	$1.11M	Buy	24,018 +2,180	+10%	+$90K	0.06%	211
2026 Q1	$870K	Buy	21,838 +4,312	+25%	+$186K	0.04%	257
2025 Q4	$678K	Buy	17,526 +1,035	+6%	+$39.5K	0.02%	300
2025 Q3	$702K	Buy	16,491 +1,658	+11%	+$75K	0.02%	444
2025 Q2	$640K	Buy	14,833 +7,021	+90%	+$300K	0.05%	279
2025 Q1	$352K	Sell	7,812 -4,707	-38%	-$239K	0.06%	225
2024 Q4	$674K	Buy	12,519 +2,000	+19%	+$102K	0.12%	142
2024 Q3	$520K	Buy	+10,519	New	+$478K	0.09%	189

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GC Wealth Management RIA's SW Position: Q2 2026 in Review

GC Wealth Management RIA increased its Smurfit Westrock (SW) stake by 10% in Q2 2026, buying an estimated $90K and bringing the position to 24,018 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #211.

GC Wealth Management RIA first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

GC Wealth Management RIA held 24,018 shares of Smurfit Westrock worth $1.11M as of Q2 2026.
GC Wealth Management RIA bought 2,180 Smurfit Westrock shares in Q2 2026, an estimated $90K.
Smurfit Westrock made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #211 holding.
GC Wealth Management RIA first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.