Janney Montgomery Scott
SW

Janney Montgomery Scott’s Smurfit Westrock SW Stock Holding History

Janney Montgomery Scott’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 		$634K Sell
15,914
-2,172
-12% -$93.7K ﹤0.01% 1904
2025
Q4 		$699K Buy
18,086
+1,997
+12% +$76.1K ﹤0.01% 1974
2025
Q3 		$685K Sell
16,089
-1,173
-7% -$53.1K ﹤0.01% 1962
2025
Q2 		$745K Sell
17,262
-5,701
-25% -$244K ﹤0.01% 1777
2025
Q1 		$1.03M Sell
22,963
-2,306
-9% -$117K ﹤0.01% 1522
2024
Q4 		$1.36M Sell
25,269
-7,209
-22% -$367K ﹤0.01% 1367
2024
Q3 		$1.6M Buy
+32,478
New +$1.48M ﹤0.01% 1270

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

Janney Montgomery Scott's SW Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Smurfit Westrock (SW) stake by 12% in Q1 2026, selling an estimated $93.7K and leaving 15,914 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Janney Montgomery Scott first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Janney Montgomery Scott held 15,914 shares of Smurfit Westrock worth $634K as of Q1 2026.
  • Janney Montgomery Scott sold 2,172 Smurfit Westrock shares in Q1 2026, an estimated $93.7K.
  • Smurfit Westrock made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1904 holding.
  • Janney Montgomery Scott first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Janney Montgomery Scott's Smurfit Westrock position peaked at $1.6M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.