HWA
SW

HHM Wealth Advisors’s Smurfit Westrock SW Stock Holding History

HHM Wealth 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 		$926 Sell
20
-293
-94% -$12.1K ﹤0.01% 838
2026
Q1 		$12.5K Buy
+313
New +$13.5K ﹤0.01% 598
2025
Q1 		– Sell
-5
Closed -$270 – 1047
2024
Q4 		$270 Buy
+5
New +$255 ﹤0.01% 952

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

HHM Wealth Advisors's SW Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Smurfit Westrock (SW) stake by 94% in Q2 2026, selling an estimated $12.1K and leaving 20 shares worth $926. The position accounts for ﹤0.01% of the portfolio, ranked #838.

HHM Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.5K in Q1 2026. 198 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • HHM Wealth Advisors held 20 shares of Smurfit Westrock worth $926 as of Q2 2026.
  • HHM Wealth Advisors sold 293 Smurfit Westrock shares in Q2 2026, an estimated $12.1K.
  • Smurfit Westrock made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #838 holding.
  • HHM Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • HHM Wealth Advisors's Smurfit Westrock position peaked at $12.5K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.