HFM
SW

Hartford Financial Management’s Smurfit Westrock SW Stock Holding History

Hartford Financial 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 		$121K Hold
2,605
– – 0.03% 158
2026
Q1 		$104K Hold
2,605
– – 0.03% 150
2025
Q4 		$101K Hold
2,605
– – 0.03% 154
2025
Q3 		$111K Sell
2,605
-5,000
-66% -$226K 0.03% 149
2025
Q2 		$328K Hold
7,605
– – 0.09% 119
2025
Q1 		$343K Sell
7,605
-650
-8% -$33K 0.07% 142
2024
Q4 		$445K Sell
8,255
-3,795
-31% -$193K 0.09% 137
2024
Q3 		$596K Buy
+12,050
New +$548K 0.12% 125

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

Hartford Financial Management's SW Position: Q2 2026 in Review

Hartford Financial Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 2,605 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #158.

Hartford Financial Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Hartford Financial Management held 2,605 shares of Smurfit Westrock worth $121K as of Q2 2026.
  • Hartford Financial Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.03% of Hartford Financial Management's portfolio in Q2 2026, its #158 holding.
  • Hartford Financial Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Hartford Financial Management's Smurfit Westrock position peaked at $596K in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.