JWA
SW

JFS Wealth Advisors’s Smurfit Westrock SW Stock Holding History

JFS 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
Q2 		$6.34K Hold
137
– – ﹤0.01% 1189
2026
Q1 		$5.46K Buy
137
+39
+40% +$1.68K ﹤0.01% 1164
2025
Q4 		$3.79K Buy
98
+59
+151% +$2.25K ﹤0.01% 1345
2025
Q3 		$1.66K Buy
39
+15
+63% +$679 ﹤0.01% 1486
2025
Q2 		$1.04K Sell
24
-58
-71% -$2.48K ﹤0.01% 1561
2025
Q1 		$3.69K Buy
82
+41
+100% +$2.08K ﹤0.01% 1245
2024
Q4 		$2.21K Buy
+41
New +$2.09K ﹤0.01% 1439

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

JFS Wealth Advisors's SW Position: Q2 2026 in Review

JFS Wealth Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 137 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

JFS Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • JFS Wealth Advisors held 137 shares of Smurfit Westrock worth $6.34K as of Q2 2026.
  • JFS Wealth Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1189 holding.
  • JFS Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.