NS
SW

NBC Securities’s Smurfit Westrock SW Stock Holding History

NBC Securities’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 		$57.5K Buy
1,244
+45
+4% +$1.86K ﹤0.01% 1245
2026
Q1 		$47.8K Buy
1,199
+3
+0.3% +$129 ﹤0.01% 1337
2025
Q4 		$46.3K Buy
1,196
+65
+6% +$2.48K ﹤0.01% 1396
2025
Q3 		$48.2K Sell
1,131
-110
-9% -$4.98K ﹤0.01% 1338
2025
Q2 		$53K Sell
1,241
-36
-3% -$1.54K ﹤0.01% 1307
2025
Q1 		$57K Buy
1,277
+1,276
+127,600% +$64.7K ﹤0.01% 1128
2024
Q4 		$67 Buy
+1
New +$51 0.01% 992

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

NBC Securities's SW Position: Q2 2026 in Review

NBC Securities increased its Smurfit Westrock (SW) stake by 3.8% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,244 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

NBC Securities first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • NBC Securities held 1,244 shares of Smurfit Westrock worth $57.5K as of Q2 2026.
  • NBC Securities bought 45 Smurfit Westrock shares in Q2 2026, an estimated $1.86K.
  • Smurfit Westrock made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1245 holding.
  • NBC Securities first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.