PWPS
SW

Pinnacle Wealth Planning Services’s Smurfit Westrock SW Stock Holding History

Pinnacle Wealth Planning Services’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 		$216K Sell
4,672
-136
-3% -$5.62K 0.02% 489
2026
Q1 		$192K Sell
4,808
-760
-14% -$32.8K 0.02% 496
2025
Q4 		$215K Buy
+5,568
New +$212K 0.02% 444

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

Pinnacle Wealth Planning Services's SW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Smurfit Westrock (SW) stake by 2.8% in Q2 2026, selling an estimated $5.62K and leaving 4,672 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #489.

Pinnacle Wealth Planning Services first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,672 shares of Smurfit Westrock worth $216K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 136 Smurfit Westrock shares in Q2 2026, an estimated $5.62K.
  • Smurfit Westrock made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #489 holding.
  • Pinnacle Wealth Planning Services first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.