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
Q2 		$541K Hold
11,700
– – 0.2% 72
2026
Q1 		$466K Buy
+11,700
New +$505K 0.19% 72

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peloton Wealth Strategists's SW Position: Q2 2026 in Review

Peloton Wealth Strategists held its Smurfit Westrock (SW) position steady in Q2 2026 at 11,700 shares worth $541K. The position accounts for 0.2% of the portfolio, ranked #72.

Peloton Wealth Strategists first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Peloton Wealth Strategists held 11,700 shares of Smurfit Westrock worth $541K as of Q2 2026.
  • Peloton Wealth Strategists left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.2% of Peloton Wealth Strategists's portfolio in Q2 2026, its #72 holding.
  • Peloton Wealth Strategists first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.