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
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 $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

Pinnacle Wealth Planning Services's SW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Smurfit Westrock (SW) stake by 14% in Q1 2026, selling an estimated $32.8K and leaving 4,808 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #496.

Pinnacle Wealth Planning Services first reported a position in SW in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,808 shares of Smurfit Westrock worth $192K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 760 Smurfit Westrock shares in Q1 2026, an estimated $32.8K.
  • Smurfit Westrock made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #496 holding.
  • Pinnacle Wealth Planning Services first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Smurfit Westrock position peaked at $215K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.