LWAM
SW

Legacy Wealth Asset Management’s Smurfit Westrock SW Stock Holding History

Legacy Wealth Asset Management’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 		$1.45M Buy
31,416
+5,905
+23% +$244K 0.32% 79
2026
Q1 		$1.02M Buy
25,511
+15,925
+166% +$687K 0.25% 117
2025
Q4 		$371K Sell
9,586
-4,015
-30% -$153K 0.09% 296
2025
Q3 		$579K Buy
13,601
+50
+0.4% +$2.26K 0.14% 234
2025
Q2 		$585K Buy
13,551
+258
+2% +$11K 0.15% 218
2025
Q1 		$599K Buy
+13,293
New +$674K 0.17% 207

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

Legacy Wealth Asset Management's SW Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Smurfit Westrock (SW) stake by 23% in Q2 2026, buying an estimated $244K and bringing the position to 31,416 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #79.

Legacy Wealth Asset Management first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Legacy Wealth Asset Management held 31,416 shares of Smurfit Westrock worth $1.45M as of Q2 2026.
  • Legacy Wealth Asset Management bought 5,905 Smurfit Westrock shares in Q2 2026, an estimated $244K.
  • Smurfit Westrock made up 0.32% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #79 holding.
  • Legacy Wealth Asset Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.