LPL Financial
SW

LPL Financial’s Smurfit Westrock SW Stock Holding History

LPL Financial’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
Q1 		$7.32M Buy
183,760
+23,289
+15% +$1M ﹤0.01% 2278
2025
Q4 		$6.21M Sell
160,471
-6,295
-4% -$240K ﹤0.01% 2355
2025
Q3 		$7.1M Buy
166,766
+17,022
+11% +$770K ﹤0.01% 2186
2025
Q2 		$6.46M Buy
149,744
+168
+0.1% +$7.19K ﹤0.01% 2102
2025
Q1 		$6.74M Sell
149,576
-31,332
-17% -$1.59M ﹤0.01% 1903
2024
Q4 		$9.74M Buy
180,908
+98,887
+121% +$5.04M ﹤0.01% 1565
2024
Q3 		$4.05M Buy
+82,021
New +$3.73M ﹤0.01% 2159

Other funds holding SW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return