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 Q3	$1.39M	Buy	31,495 +79	+0.3%	+$3.65K	0.3%	89
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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Legacy Wealth Asset Management's SW Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Smurfit Westrock (SW) stake by 0.25% in Q3 2026, buying an estimated $3.65K and bringing the position to 31,495 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #89.

Legacy Wealth Asset Management first reported a position in SW in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2026. 398 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Legacy Wealth Asset Management held 31,495 shares of Smurfit Westrock worth $1.39M as of Q3 2026.
Legacy Wealth Asset Management bought 79 Smurfit Westrock shares in Q3 2026, an estimated $3.65K.
Smurfit Westrock made up 0.3% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #89 holding.
Legacy Wealth Asset Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 7 quarters since.
Legacy Wealth Asset Management's Smurfit Westrock position peaked at $1.45M in Q2 2026.
398 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.