PWAM
SW

Private Wealth Asset Management’s Smurfit Westrock SW Stock Holding History

Private Wealth Asset Management’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 		– Sell
-3
Closed -$116 – 1153
2025
Q4 		$116 Hold
3
– – ﹤0.01% 1076
2025
Q3 		$128 Hold
3
– – ﹤0.01% 1055
2025
Q2 		$129 Hold
3
– – ﹤0.01% 1054
2025
Q1 		$135 Buy
+3
New +$152 ﹤0.01% 1141

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Private Wealth Asset Management's SW Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 3 shares — an estimated $116 sold.

Private Wealth Asset Management first reported a position in SW in Q1 2025 and held it in 4 quarters. The position peaked at $135 in Q1 2025. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 Smurfit Westrock shares in Q1 2026, an estimated $116.
  • Private Wealth Asset Management first reported a position in Smurfit Westrock in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Smurfit Westrock position peaked at $135 in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.