Old North State Wealth Management’s Smurfit Westrock SW Stock Holding History

Old North State Wealth Management’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	$4.37M	Buy	94,495 +8,112	+9%	+$335K	1.87%	17
2026 Q1	$3.44M	Sell	86,383 -8,199	-9%	-$354K	1.59%	25
2025 Q4	$3.66M	Buy	94,582 +13,935	+17%	+$531K	1.72%	22
2025 Q3	$3.44M	Buy	80,647 +685	+0.9%	+$31K	1.61%	24
2025 Q2	$3.45M	Buy	79,962 +599	+0.8%	+$25.6K	1.8%	20
2025 Q1	$3.58M	Buy	79,363 +1,926	+2%	+$97.7K	1.99%	14
2024 Q4	$4.17M	Buy	77,437 +786	+1%	+$40K	2.35%	10
2024 Q3	$3.79M	Buy	+76,651	New	+$3.49M	2.12%	13

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Old North State Wealth Management's SW Position: Q2 2026 in Review

Old North State Wealth Management increased its Smurfit Westrock (SW) stake by 9.4% in Q2 2026, buying an estimated $335K and bringing the position to 94,495 shares worth $4.37M. The position accounts for 1.87% of the portfolio, ranked #17.

Old North State Wealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Old North State Wealth Management held 94,495 shares of Smurfit Westrock worth $4.37M as of Q2 2026.
Old North State Wealth Management bought 8,112 Smurfit Westrock shares in Q2 2026, an estimated $335K.
Smurfit Westrock made up 1.87% of Old North State Wealth Management's portfolio in Q2 2026, its #17 holding.
Old North State Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.