MAFA
SW

MJT & Associates Financial Advisory’s Smurfit Westrock SW Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		– Sell
-50
Closed -$2.31K – 488
2026
Q2 		$2.31K Buy
+50
New +$2.06K ﹤0.01% 377

Other funds holding SW

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KL
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MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MJT & Associates Financial Advisory's SW Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Smurfit Westrock (SW) in Q3 2026, closing a stake of 50 shares — an estimated $2.31K sold.

MJT & Associates Financial Advisory first reported a position in SW in Q2 2026 and held it in 1 quarter. The position peaked at $2.31K in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Smurfit Westrock position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 50 Smurfit Westrock shares in Q3 2026, an estimated $2.31K.
  • MJT & Associates Financial Advisory first reported a position in Smurfit Westrock in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Smurfit Westrock position peaked at $2.31K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.