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
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 $5.72T 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

Medallion Wealth Advisors's SW Position: Q1 2026 in Review

Medallion Wealth Advisors held its Smurfit Westrock (SW) position steady in Q1 2026 at 520 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #649.

Medallion Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $28K in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Medallion Wealth Advisors held 520 shares of Smurfit Westrock worth $20.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #649 holding.
  • Medallion Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Smurfit Westrock position peaked at $28K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.