NHC
SW

Nicholas Hoffman & Company’s Smurfit Westrock SW Stock Holding History

Nicholas Hoffman & Company’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 		$946K Hold
20,443
– – 0.02% 162
2026
Q1 		$815K Hold
20,443
– – 0.02% 185
2025
Q4 		$791K Buy
20,443
+9,869
+93% +$376K 0.02% 175
2025
Q3 		$450K Hold
10,574
– – 0.01% 231
2025
Q2 		$456K Sell
10,574
-5,616
-35% -$240K 0.01% 220
2025
Q1 		$730K Buy
16,190
+6,616
+69% +$335K 0.03% 155
2024
Q4 		$516K Buy
+9,574
New +$488K 0.02% 189

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nicholas Hoffman & Company's SW Position: Q2 2026 in Review

Nicholas Hoffman & Company held its Smurfit Westrock (SW) position steady in Q2 2026 at 20,443 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #162.

Nicholas Hoffman & Company first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Nicholas Hoffman & Company held 20,443 shares of Smurfit Westrock worth $946K as of Q2 2026.
  • Nicholas Hoffman & Company left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.02% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #162 holding.
  • Nicholas Hoffman & Company first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.