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SW

NewEdge Advisors’s Smurfit Westrock SW Stock Holding History

NewEdge 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 		$31.1K Buy
779
+176
+29% +$7.59K ﹤0.01% 3070
2025
Q4 		$23.3K Sell
603
-186
-24% -$7.09K ﹤0.01% 3207
2025
Q3 		$33.6K Sell
789
-11,377
-94% -$515K ﹤0.01% 2953
2025
Q2 		$525K Sell
12,166
-1,098
-8% -$47K ﹤0.01% 1651
2025
Q1 		$598K Buy
13,264
+8,726
+192% +$442K ﹤0.01% 1484
2024
Q4 		$244K Buy
4,538
+3,040
+203% +$155K ﹤0.01% 1985
2024
Q3 		$74K Buy
+1,498
New +$68.1K ﹤0.01% 2295

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

NewEdge Advisors's SW Position: Q1 2026 in Review

NewEdge Advisors increased its Smurfit Westrock (SW) stake by 29% in Q1 2026, buying an estimated $7.59K and bringing the position to 779 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

NewEdge Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $598K in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • NewEdge Advisors held 779 shares of Smurfit Westrock worth $31.1K as of Q1 2026.
  • NewEdge Advisors bought 176 Smurfit Westrock shares in Q1 2026, an estimated $7.59K.
  • Smurfit Westrock made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3070 holding.
  • NewEdge Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's Smurfit Westrock position peaked at $598K in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.