IAMOG
SW

Investors Asset Management of Georgia’s Smurfit Westrock SW Stock Holding History

Investors Asset Management of Georgia’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 		$329K Sell
7,107
-100
-1% -$4.13K 0.11% 150
2026
Q1 		$287K Hold
7,207
– – 0.12% 155
2025
Q4 		$279K Sell
7,207
-100
-1% -$3.81K 0.12% 149
2025
Q3 		$311K Sell
7,307
-850
-10% -$38.5K 0.13% 134
2025
Q2 		$352K Sell
8,157
-33
-0.4% -$1.41K 0.16% 119
2025
Q1 		$369K Sell
8,190
-245
-3% -$12.4K 0.19% 108
2024
Q4 		$454K Sell
8,435
-150
-2% -$7.64K 0.22% 95
2024
Q3 		$424K Buy
+8,585
New +$390K 0.2% 100

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 $3.37T AUM 44.26% 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

Investors Asset Management of Georgia's SW Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Smurfit Westrock (SW) stake by 1.4% in Q2 2026, selling an estimated $4.13K and leaving 7,107 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #150.

Investors Asset Management of Georgia first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $454K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Investors Asset Management of Georgia held 7,107 shares of Smurfit Westrock worth $329K as of Q2 2026.
  • Investors Asset Management of Georgia sold 100 Smurfit Westrock shares in Q2 2026, an estimated $4.13K.
  • Smurfit Westrock made up 0.11% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #150 holding.
  • Investors Asset Management of Georgia first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Investors Asset Management of Georgia's Smurfit Westrock position peaked at $454K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.