IWA
SW

Icon Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Icon 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 		$746K Buy
16,126
+74
+0.5% +$3.06K 0.04% 225
2026
Q1 		$637K Hold
16,052
– – 0.04% 232
2025
Q4 		$621K Buy
16,052
+8
+0% +$305 0.04% 234
2025
Q3 		$683K Buy
16,044
+159
+1% +$7.2K 0.05% 221
2025
Q2 		$685K Buy
15,885
+49
+0.3% +$2.1K 0.05% 216
2025
Q1 		$714K Buy
15,836
+65
+0.4% +$3.3K 0.06% 180
2024
Q4 		$849K Buy
15,771
+265
+2% +$13.5K 0.07% 160
2024
Q3 		$766K Buy
+15,506
New +$705K 0.06% 163

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

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

Icon Wealth Advisors increased its Smurfit Westrock (SW) stake by 0.46% in Q2 2026, buying an estimated $3.06K and bringing the position to 16,126 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #225.

Icon Wealth Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $849K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Icon Wealth Advisors held 16,126 shares of Smurfit Westrock worth $746K as of Q2 2026.
  • Icon Wealth Advisors bought 74 Smurfit Westrock shares in Q2 2026, an estimated $3.06K.
  • Smurfit Westrock made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Icon Wealth Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Icon Wealth Advisors's Smurfit Westrock position peaked at $849K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.