IPWA
SW

International Private Wealth Advisors’s Smurfit Westrock SW Stock Holding History

International Private 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 		– Sell
-7,152
Closed -$277K – 163
2025
Q4 		$277K Buy
7,152
+245
+4% +$9.34K 0.17% 126
2025
Q3 		$294K Sell
6,907
-713
-9% -$32.3K 0.19% 126
2025
Q2 		$329K Buy
+7,620
New +$326K 0.28% 104

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

International Private Wealth Advisors's SW Position: Q1 2026 in Review

International Private Wealth Advisors sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 7,152 shares — an estimated $277K sold.

International Private Wealth Advisors first reported a position in SW in Q2 2025 and held it in 3 quarters. The position peaked at $329K in Q2 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • International Private Wealth Advisors reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 7,152 Smurfit Westrock shares in Q1 2026, an estimated $277K.
  • International Private Wealth Advisors first reported a position in Smurfit Westrock in Q2 2025 and held it in 3 quarters.
  • International Private Wealth Advisors's Smurfit Westrock position peaked at $329K in Q2 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.