LFA
SW

Legacy Financial Advisors’s Smurfit Westrock SW Stock Holding History

Legacy Financial 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
2025
Q1 		– Sell
-5,763
Closed -$310K – 380
2024
Q4 		$310K Buy
5,763
+235
+4% +$12K 0.05% 271
2024
Q3 		$273K Buy
+5,528
New +$251K 0.05% 290

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's SW Position: Q1 2025 in Review

Legacy Financial Advisors sold out of Smurfit Westrock (SW) in Q1 2025, closing a stake of 5,763 shares — an estimated $310K sold.

Legacy Financial Advisors first reported a position in SW in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Legacy Financial Advisors reported no remaining Smurfit Westrock position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,763 Smurfit Westrock shares in Q1 2025, an estimated $310K.
  • Legacy Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 2 quarters.
  • Legacy Financial Advisors's Smurfit Westrock position peaked at $310K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Legacy Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.