HWM
SW

Hemington Wealth Management’s Smurfit Westrock SW Stock Holding History

Hemington 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
2025
Q3 		$10K Buy
247
+58
+31% +$2.63K ﹤0.01% 897
2025
Q2 		$8K Buy
189
+89
+89% +$3.81K ﹤0.01% 958
2025
Q1 		$4K Buy
100
+12
+14% +$608 ﹤0.01% 1155
2024
Q4 		$4K Sell
88
-19
-18% -$968 ﹤0.01% 1126
2024
Q3 		$5K Buy
+107
New +$4.87K ﹤0.01% 976

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hemington Wealth Management's SW Position: Q3 2025 in Review

Hemington Wealth Management increased its Smurfit Westrock (SW) stake by 31% in Q3 2025, buying an estimated $2.63K and bringing the position to 247 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Hemington Wealth Management first reported a position in SW in Q3 2024 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Hemington Wealth Management held 247 shares of Smurfit Westrock worth $10K as of Q3 2025.
  • Hemington Wealth Management bought 58 Smurfit Westrock shares in Q3 2025, an estimated $2.63K.
  • Smurfit Westrock made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #897 holding.
  • Hemington Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.