OPTFSNA
SW

Old Point Trust & Financial Services N A’s Smurfit Westrock SW Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q2 		– Sell
-1,084
Closed -$48.8K – 361
2025
Q1 		$48.8K Hold
1,084
– – 0.02% 188
2024
Q4 		$58.4K Hold
1,084
– – 0.02% 173
2024
Q3 		$53.6K Buy
+1,084
New +$49.3K 0.02% 156

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old Point Trust & Financial Services N A's SW Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 1,084 shares — an estimated $48.8K sold.

Old Point Trust & Financial Services N A first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $58.4K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 1,084 Smurfit Westrock shares in Q2 2025, an estimated $48.8K.
  • Old Point Trust & Financial Services N A first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's Smurfit Westrock position peaked at $58.4K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.