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 Q2	$826K	Buy	17,845 +1,931	+12%	+$79.7K	﹤0.01%	2035
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janney Montgomery Scott's SW Position: Q2 2026 in Review

Janney Montgomery Scott increased its Smurfit Westrock (SW) stake by 12% in Q2 2026, buying an estimated $79.7K and bringing the position to 17,845 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Janney Montgomery Scott first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Janney Montgomery Scott held 17,845 shares of Smurfit Westrock worth $826K as of Q2 2026.
Janney Montgomery Scott bought 1,931 Smurfit Westrock shares in Q2 2026, an estimated $79.7K.
Smurfit Westrock made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2035 holding.
Janney Montgomery Scott first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's Smurfit Westrock position peaked at $1.6M in Q3 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.