Principia Wealth Advisory’s Smurfit Westrock SW Stock Holding History

Principia Wealth Advisory’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	$555	Sell	12 -5	-29%	-$206	﹤0.01%	876
2026 Q1	$677	Buy	17 +13	+325%	+$561	﹤0.01%	793
2025 Q4	$155	Sell	4 -9	-69%	-$343	﹤0.01%	944
2025 Q3	$553	Buy	13 +3	+30%	+$136	﹤0.01%	780
2025 Q2	$432	Sell	10 -3	-23%	-$128	﹤0.01%	770
2025 Q1	$555	Sell	13 -1	-7%	-$51	﹤0.01%	544
2024 Q4	$754	Buy	+14	New	+$713	﹤0.01%	424

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principia Wealth Advisory's SW Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Smurfit Westrock (SW) stake by 29% in Q2 2026, selling an estimated $206 and leaving 12 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Principia Wealth Advisory first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $754 in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Principia Wealth Advisory held 12 shares of Smurfit Westrock worth $555 as of Q2 2026.
Principia Wealth Advisory sold 5 Smurfit Westrock shares in Q2 2026, an estimated $206.
Smurfit Westrock made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #876 holding.
Principia Wealth Advisory first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Smurfit Westrock position peaked at $754 in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.