IMA Advisory Services’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5K Buy
108
+36
+50% +$1.49K ﹤0.01% 910
2026
Q1
$2.87K Sell
72
-672
-90% -$29K ﹤0.01% 546
2025
Q4
$28.8K Buy
744
+87
+13% +$3.32K ﹤0.01% 285
2025
Q3
$28K Hold
657
– – ﹤0.01% 276
2025
Q2
$28.4K Hold
657
– – ﹤0.01% 265
2025
Q1
$29.6K Buy
+657
New +$33.3K ﹤0.01% 259
2024
Q4
– Sell
-1,311
Closed -$64.8K – 290
2024
Q3
$64.8K Buy
+1,311
New +$59.6K 0.01% 169

Other funds holding SW

IMA Advisory Services's SW Position: Q2 2026 in Review

IMA Advisory Services increased its Smurfit Westrock (SW) stake by 50% in Q2 2026, buying an estimated $1.49K and bringing the position to 108 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

IMA Advisory Services first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $64.8K in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • IMA Advisory Services held 108 shares of Smurfit Westrock worth $5K as of Q2 2026.
  • IMA Advisory Services bought 36 Smurfit Westrock shares in Q2 2026, an estimated $1.49K.
  • Smurfit Westrock made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #910 holding.
  • IMA Advisory Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • IMA Advisory Services's Smurfit Westrock position peaked at $64.8K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.