HIA
SW

HFM Investment Advisors’s Smurfit Westrock SW Stock Holding History

HFM Investment Advisors’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 		$1.57K Buy
34
+22
+183% +$909 ﹤0.01% 558
2026
Q1 		$478 Buy
12
+5
+71% +$216 ﹤0.01% 698
2025
Q4 		$271 Sell
7
-6
-46% -$229 ﹤0.01% 929
2025
Q3 		$553 Buy
13
+4
+44% +$181 ﹤0.01% 614
2025
Q2 		$388 Buy
9
+7
+350% +$299 ﹤0.01% 753
2025
Q1 		$91 Buy
+2
New +$101 ﹤0.01% 887

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's SW Position: Q2 2026 in Review

HFM Investment Advisors increased its Smurfit Westrock (SW) stake by 183% in Q2 2026, buying an estimated $909 and bringing the position to 34 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

HFM Investment Advisors first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • HFM Investment Advisors held 34 shares of Smurfit Westrock worth $1.57K as of Q2 2026.
  • HFM Investment Advisors bought 22 Smurfit Westrock shares in Q2 2026, an estimated $909.
  • Smurfit Westrock made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #558 holding.
  • HFM Investment Advisors first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.