MMG
SW

Monetary Management Group’s Smurfit Westrock SW Stock Holding History

Monetary Management Group’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 		$13.9K Hold
300
– – ﹤0.01% 323
2026
Q1 		$12K Hold
300
– – ﹤0.01% 322
2025
Q4 		$11.6K Hold
300
– – ﹤0.01% 315
2025
Q3 		$12.8K Hold
300
– – ﹤0.01% 318
2025
Q2 		$12.9K Hold
300
– – ﹤0.01% 319
2025
Q1 		$13.5K Hold
300
– – ﹤0.01% 315
2024
Q4 		$16.2K Hold
300
– – ﹤0.01% 313
2024
Q3 		$14.8K Buy
+300
New +$13.6K ﹤0.01% 317

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 $3.38T AUM 44.17% 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

Monetary Management Group's SW Position: Q2 2026 in Review

Monetary Management Group held its Smurfit Westrock (SW) position steady in Q2 2026 at 300 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Monetary Management Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.2K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Monetary Management Group held 300 shares of Smurfit Westrock worth $13.9K as of Q2 2026.
  • Monetary Management Group left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Monetary Management Group's portfolio in Q2 2026, its #323 holding.
  • Monetary Management Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Monetary Management Group's Smurfit Westrock position peaked at $16.2K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.