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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GeoWealth Management's SW Position: Q1 2026 in Review

GeoWealth Management increased its Smurfit Westrock (SW) stake by 26% in Q1 2026, buying an estimated $194K and bringing the position to 21,821 shares worth $870K. The position accounts for 0.03% of the portfolio, ranked #330.

GeoWealth Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • GeoWealth Management held 21,821 shares of Smurfit Westrock worth $870K as of Q1 2026.
  • GeoWealth Management bought 4,498 Smurfit Westrock shares in Q1 2026, an estimated $194K.
  • Smurfit Westrock made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #330 holding.
  • GeoWealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.