MYIA
SW

Mount Yale Investment Advisors’s Smurfit Westrock SW Stock Holding History

Mount Yale Investment 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 		$1.41M Buy
+30,586
New +$1.26M 0.03% 499
2025
Q3 		– Sell
-863
Closed -$37.2K – 1659
2025
Q2 		$37.2K Sell
863
-6,559
-88% -$281K ﹤0.01% 895
2025
Q1 		$334K Sell
7,422
-837
-10% -$42.4K 0.03% 409
2024
Q4 		$445K Buy
+8,259
New +$421K 0.04% 363

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

Mount Yale Investment Advisors's SW Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 30,586 shares worth $1.41M. The stake represents 0.03% of the portfolio and ranks #499 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SW as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SW in Q4 2024 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Mount Yale Investment Advisors held 30,586 shares of Smurfit Westrock worth $1.41M as of Q2 2026.
  • Smurfit Westrock was a new Mount Yale Investment Advisors position in Q2 2026.
  • Smurfit Westrock made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #499 holding.
  • Mount Yale Investment Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.