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

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return