IIC
SW

Integrated Investment Consultants’s Smurfit Westrock SW Stock Holding History

Integrated Investment Consultants’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 		$208K Buy
+4,500
New +$186K 0.04% 256
2025
Q2 		– Sell
-4,534
Closed -$204K – 368
2025
Q1 		$204K Buy
4,534
+34
+0.8% +$1.72K 0.04% 309
2024
Q4 		$242K Hold
4,500
– – 0.05% 263
2024
Q3 		$222K Buy
+4,500
New +$205K 0.05% 272

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 $3.38T AUM 44.17% 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

Integrated Investment Consultants's SW Position: Q2 2026 in Review

Integrated Investment Consultants opened a new position in Smurfit Westrock (SW) in Q2 2026: 4,500 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings. This is a return to the name: Integrated Investment Consultants previously reported a position in SW as recently as Q1 2025.

Integrated Investment Consultants first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $242K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Integrated Investment Consultants held 4,500 shares of Smurfit Westrock worth $208K as of Q2 2026.
  • Smurfit Westrock was a new Integrated Investment Consultants position in Q2 2026.
  • Smurfit Westrock made up 0.04% of Integrated Investment Consultants's portfolio in Q2 2026, its #256 holding.
  • Integrated Investment Consultants first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • Integrated Investment Consultants's Smurfit Westrock position peaked at $242K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.