LFG
SW

Larson Financial Group’s Smurfit Westrock SW Stock Holding History

Larson Financial Group’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 		$13.2K Buy
331
+118
+55% +$5.09K ﹤0.01% 2082
2025
Q4 		$8.24K Buy
213
+76
+55% +$2.9K ﹤0.01% 2229
2025
Q3 		$5.83K Buy
+137
New +$6.2K ﹤0.01% 2297
2025
Q2 		– Sell
-151
Closed -$6.8K – 3526
2025
Q1 		$6.8K Sell
151
-47
-24% -$2.38K ﹤0.01% 1781
2024
Q4 		$10.7K Buy
198
+105
+113% +$5.35K ﹤0.01% 1458
2024
Q3 		$4.6K Buy
+93
New +$4.23K ﹤0.01% 1683

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

Larson Financial Group's SW Position: Q1 2026 in Review

Larson Financial Group increased its Smurfit Westrock (SW) stake by 55% in Q1 2026, buying an estimated $5.09K and bringing the position to 331 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Larson Financial Group first reported a position in SW in Q3 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Larson Financial Group held 331 shares of Smurfit Westrock worth $13.2K as of Q1 2026.
  • Larson Financial Group bought 118 Smurfit Westrock shares in Q1 2026, an estimated $5.09K.
  • Smurfit Westrock made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2082 holding.
  • Larson Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.