PWM
SW

Parkworth Wealth Management’s Smurfit Westrock SW Stock Holding History

Parkworth 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
2025
Q2 		$259 Buy
6
+4
+200% +$171 ﹤0.01% 861
2025
Q1 		$90 Hold
2
– – ﹤0.01% 973
2024
Q4 		$108 Buy
+2
New +$102 ﹤0.01% 956

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's SW Position: Q2 2025 in Review

Parkworth Wealth Management increased its Smurfit Westrock (SW) stake by 200% in Q2 2025, buying an estimated $171 and bringing the position to 6 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Parkworth Wealth Management first reported a position in SW in Q4 2024 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of Smurfit Westrock worth $259 as of Q2 2025.
  • Parkworth Wealth Management bought 4 Smurfit Westrock shares in Q2 2025, an estimated $171.
  • Smurfit Westrock made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #861 holding.
  • Parkworth Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.