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
Q2 		$10.2M Buy
221,201
+37,441
+20% +$1.55M ﹤0.01% 2128
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 $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

LPL Financial's SW Position: Q2 2026 in Review

LPL Financial increased its Smurfit Westrock (SW) stake by 20% in Q2 2026, buying an estimated $1.55M and bringing the position to 221,201 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

LPL Financial first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • LPL Financial held 221,201 shares of Smurfit Westrock worth $10.2M as of Q2 2026.
  • LPL Financial bought 37,441 Smurfit Westrock shares in Q2 2026, an estimated $1.55M.
  • Smurfit Westrock made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2128 holding.
  • LPL Financial first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.