PWS
SW

Peloton Wealth Strategists’s Smurfit Westrock SW Stock Holding History

Peloton Wealth Strategists’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
Q1 		$466K Buy
+11,700
New +$505K 0.19% 72

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Peloton Wealth Strategists's SW Position: Q1 2026 in Review

Peloton Wealth Strategists opened a new position in Smurfit Westrock (SW) in Q1 2026: 11,700 shares worth $466K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Peloton Wealth Strategists held 11,700 shares of Smurfit Westrock worth $466K as of Q1 2026.
  • Smurfit Westrock was a new Peloton Wealth Strategists position in Q1 2026.
  • Smurfit Westrock made up 0.19% of Peloton Wealth Strategists's portfolio in Q1 2026, its #72 holding.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.