JSW
SW

Journey Strategic Wealth’s Smurfit Westrock SW Stock Holding History

Journey Strategic Wealth’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 		$205K Buy
+5,155
New +$222K 0.01% 759
2025
Q1 		– Sell
-3,839
Closed -$207K – 552
2024
Q4 		$207K Buy
+3,839
New +$196K 0.01% 465

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Journey Strategic Wealth's SW Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Smurfit Westrock (SW) in Q1 2026: 5,155 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in SW as recently as Q4 2024.

Journey Strategic Wealth first reported a position in SW in Q4 2024 and has held it in 2 quarters since. The position peaked at $207K in Q4 2024. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Journey Strategic Wealth held 5,155 shares of Smurfit Westrock worth $205K as of Q1 2026.
  • Smurfit Westrock was a new Journey Strategic Wealth position in Q1 2026.
  • Smurfit Westrock made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #759 holding.
  • Journey Strategic Wealth first reported a position in Smurfit Westrock in Q4 2024 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Smurfit Westrock position peaked at $207K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.