PS
SW

Planning Strategies’s Smurfit Westrock SW Stock Holding History

Planning Strategies’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 		$1.06K Buy
+23
New +$950 ﹤0.01% 733

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

Planning Strategies's SW Position: Q2 2026 in Review

Planning Strategies opened a new position in Smurfit Westrock (SW) in Q2 2026: 23 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings.

607 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Planning Strategies held 23 shares of Smurfit Westrock worth $1.06K as of Q2 2026.
  • Smurfit Westrock was a new Planning Strategies position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #733 holding.
  • 607 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.