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
Q2 		$14.4K Sell
311
-20
-6% -$826 ﹤0.01% 2196
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 $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

Larson Financial Group's SW Position: Q2 2026 in Review

Larson Financial Group reduced its Smurfit Westrock (SW) stake by 6% in Q2 2026, selling an estimated $826 and leaving 311 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Larson Financial Group first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Larson Financial Group held 311 shares of Smurfit Westrock worth $14.4K as of Q2 2026.
  • Larson Financial Group sold 20 Smurfit Westrock shares in Q2 2026, an estimated $826.
  • Smurfit Westrock made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2196 holding.
  • Larson Financial Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.