HWM
SW

HB Wealth Management’s Smurfit Westrock SW Stock Holding History

HB Wealth 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 		$591K Buy
12,775
+3,358
+36% +$139K ﹤0.01% 1015
2026
Q1 		$375K Buy
+9,417
New +$406K ﹤0.01% 1104
2025
Q4 		– Sell
-9,416
Closed -$401K – 1457
2025
Q3 		$401K Buy
+9,416
New +$426K ﹤0.01% 947
2025
Q2 		– Sell
-13,440
Closed -$606K – 1314
2025
Q1 		$606K Buy
13,440
+168
+1% +$8.52K 0.01% 706
2024
Q4 		$715K Buy
+13,272
New +$676K 0.01% 503

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

HB Wealth Management's SW Position: Q2 2026 in Review

HB Wealth Management increased its Smurfit Westrock (SW) stake by 36% in Q2 2026, buying an estimated $139K and bringing the position to 12,775 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

HB Wealth Management first reported a position in SW in Q4 2024 and has held it in 5 quarters since. The position peaked at $715K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • HB Wealth Management held 12,775 shares of Smurfit Westrock worth $591K as of Q2 2026.
  • HB Wealth Management bought 3,358 Smurfit Westrock shares in Q2 2026, an estimated $139K.
  • Smurfit Westrock made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1015 holding.
  • HB Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
  • HB Wealth Management's Smurfit Westrock position peaked at $715K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.