GM
SW

GeoWealth Management’s Smurfit Westrock SW Stock Holding History

GeoWealth Management’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
23,937
+2,116
+10% +$87.4K 0.03% 294
2026
Q1 		$870K Buy
21,821
+4,498
+26% +$194K 0.03% 330
2025
Q4 		$670K Buy
17,323
+11,046
+176% +$421K 0.02% 373
2025
Q3 		$267K Sell
6,277
-1
-0% -$45 0.01% 624
2025
Q2 		$271K Buy
6,278
+6,145
+4,620% +$263K 0.01% 570
2025
Q1 		$5.99K Sell
133
-4,896
-97% -$248K ﹤0.01% 1006
2024
Q4 		$271K Buy
5,029
+2,136
+74% +$109K 0.01% 652
2024
Q3 		$143K Buy
+2,893
New +$132K 0.01% 807

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

GeoWealth Management's SW Position: Q2 2026 in Review

GeoWealth Management increased its Smurfit Westrock (SW) stake by 9.7% in Q2 2026, buying an estimated $87.4K and bringing the position to 23,937 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #294.

GeoWealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • GeoWealth Management held 23,937 shares of Smurfit Westrock worth $1.11M as of Q2 2026.
  • GeoWealth Management bought 2,116 Smurfit Westrock shares in Q2 2026, an estimated $87.4K.
  • Smurfit Westrock made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #294 holding.
  • GeoWealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.