GFPC
SW

Global Financial Private Client’s Smurfit Westrock SW Stock Holding History

Global Financial Private Client’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 		– Sell
-15
Closed -$676 – 1661
2025
Q1 		$676 Buy
15
+9
+150% +$456 ﹤0.01% 1180
2024
Q4 		$323 Buy
+6
New +$306 ﹤0.01% 1093

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's SW Position: Q2 2025 in Review

Global Financial Private Client sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 15 shares — an estimated $676 sold.

Global Financial Private Client first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $676 in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Global Financial Private Client reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 Smurfit Westrock shares in Q2 2025, an estimated $676.
  • Global Financial Private Client first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Smurfit Westrock position peaked at $676 in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.