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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's SW Position: Q1 2026 in Review

Icon Wealth Advisors held its Smurfit Westrock (SW) position steady in Q1 2026 at 16,052 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #232.

Icon Wealth Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $849K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Icon Wealth Advisors held 16,052 shares of Smurfit Westrock worth $637K as of Q1 2026.
  • Icon Wealth Advisors left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #232 holding.
  • Icon Wealth Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Icon Wealth Advisors's Smurfit Westrock position peaked at $849K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.