LI
SW

LRI Investments’s Smurfit Westrock SW Stock Holding History

LRI Investments’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 		$879 Buy
+19
New +$785 ﹤0.01% 1404

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

LRI Investments's SW Position: Q2 2026 in Review

LRI Investments opened a new position in Smurfit Westrock (SW) in Q2 2026: 19 shares worth $879. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings.

226 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • LRI Investments held 19 shares of Smurfit Westrock worth $879 as of Q2 2026.
  • Smurfit Westrock was a new LRI Investments position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1404 holding.
  • 226 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.