PTC
SW

Private Trust Company’s Smurfit Westrock SW Stock Holding History

Private Trust Company’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 		$14K Buy
303
+195
+181% +$8.05K ﹤0.01% 1946
2026
Q1 		$4.3K Buy
108
+11
+11% +$474 ﹤0.01% 2231
2025
Q4 		$3.75K Buy
97
+37
+62% +$1.41K ﹤0.01% 2239
2025
Q3 		$2.55K Buy
60
+18
+43% +$815 ﹤0.01% 2307
2025
Q2 		$1.81K Sell
42
-49
-54% -$2.1K ﹤0.01% 2283
2025
Q1 		$4.1K Buy
91
+36
+65% +$1.82K ﹤0.01% 2098
2024
Q4 		$2.96K Buy
55
+13
+31% +$662 ﹤0.01% 2119
2024
Q3 		$2.08K Buy
+42
New +$1.91K ﹤0.01% 2149

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

Private Trust Company's SW Position: Q2 2026 in Review

Private Trust Company increased its Smurfit Westrock (SW) stake by 181% in Q2 2026, buying an estimated $8.05K and bringing the position to 303 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Private Trust Company first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Private Trust Company held 303 shares of Smurfit Westrock worth $14K as of Q2 2026.
  • Private Trust Company bought 195 Smurfit Westrock shares in Q2 2026, an estimated $8.05K.
  • Smurfit Westrock made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1946 holding.
  • Private Trust Company first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.