ONSWM
SW

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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 68 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.
  • 68 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.