IAS
SW

IMA Advisory Services’s Smurfit Westrock SW Stock Holding History

IMA Advisory Services’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 		$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

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

IMA Advisory Services's SW Position: Q1 2026 in Review

IMA Advisory Services reduced its Smurfit Westrock (SW) stake by 90% in Q1 2026, selling an estimated $29K and leaving 72 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

IMA Advisory Services first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $64.8K in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • IMA Advisory Services held 72 shares of Smurfit Westrock worth $2.87K as of Q1 2026.
  • IMA Advisory Services sold 672 Smurfit Westrock shares in Q1 2026, an estimated $29K.
  • Smurfit Westrock made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #546 holding.
  • IMA Advisory Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • IMA Advisory Services's Smurfit Westrock position peaked at $64.8K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.