MWA
SW

Medallion Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Medallion Wealth Advisors’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 		$5.6K Sell
121
-399
-77% -$16.5K ﹤0.01% 840
2026
Q1 		$20.7K Hold
520
– – 0.01% 649
2025
Q4 		$20.1K Hold
520
– – 0.01% 643
2025
Q3 		$22.1K Hold
520
– – 0.01% 617
2025
Q2 		$23.8K Hold
520
– – 0.01% 588
2025
Q1 		$23.7K Hold
520
– – 0.01% 549
2024
Q4 		$28K Buy
+520
New +$26.5K 0.01% 511

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

Medallion Wealth Advisors's SW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Smurfit Westrock (SW) stake by 77% in Q2 2026, selling an estimated $16.5K and leaving 121 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Medallion Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $28K in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Medallion Wealth Advisors held 121 shares of Smurfit Westrock worth $5.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 399 Smurfit Westrock shares in Q2 2026, an estimated $16.5K.
  • Smurfit Westrock made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #840 holding.
  • Medallion Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Smurfit Westrock position peaked at $28K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.