HIA
SW

Harbor Investment Advisory’s Smurfit Westrock SW Stock Holding History

Harbor Investment Advisory’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 		$463 Hold
10
– – ﹤0.01% 1265
2026
Q1 		$399 Sell
10
-30
-75% -$1.29K ﹤0.01% 1185
2025
Q4 		$1.55K Sell
40
-65
-62% -$2.48K ﹤0.01% 1145
2025
Q3 		$4.47K Hold
105
– – ﹤0.01% 1020
2025
Q2 		$4.53K Buy
105
+75
+250% +$3.21K ﹤0.01% 1005
2025
Q1 		$1.35K Buy
30
+4
+15% +$203 ﹤0.01% 1101
2024
Q4 		$1.4K Buy
+26
New +$1.32K ﹤0.01% 1082

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harbor Investment Advisory's SW Position: Q2 2026 in Review

Harbor Investment Advisory held its Smurfit Westrock (SW) position steady in Q2 2026 at 10 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Harbor Investment Advisory first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53K in Q2 2025. 327 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Harbor Investment Advisory held 10 shares of Smurfit Westrock worth $463 as of Q2 2026.
  • Harbor Investment Advisory left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1265 holding.
  • Harbor Investment Advisory first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Harbor Investment Advisory's Smurfit Westrock position peaked at $4.53K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.