Physician Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.04K Buy
+44
New +$1.82K ﹤0.01% 1497
2025
Q2
Sell
-110
Closed -$4.96K 2010
2025
Q1
$4.96K Hold
110
﹤0.01% 734
2024
Q4
$5.92K Buy
+110
New +$5.6K ﹤0.01% 706

Other funds holding SW

Physician Wealth Advisors's SW Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 44 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in SW as recently as Q1 2025.

Physician Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.92K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Physician Wealth Advisors held 44 shares of Smurfit Westrock worth $2.04K as of Q2 2026.
  • Smurfit Westrock was a new Physician Wealth Advisors position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1497 holding.
  • Physician Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Smurfit Westrock position peaked at $5.92K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.