PWMG
SW

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

Private Wealth Management Group’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 		$2.92K Buy
+63
New +$2.6K ﹤0.01% 1035
2025
Q4 		– Sell
-84
Closed -$3.58K – 1558
2025
Q3 		$3.58K Hold
84
– – ﹤0.01% 919
2025
Q2 		$3.63K Buy
84
+9
+12% +$385 ﹤0.01% 884
2025
Q1 		$3.38K Buy
75
+52
+226% +$2.64K ﹤0.01% 875
2024
Q4 		$1.24K Buy
+23
New +$1.17K ﹤0.01% 1236

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 Wealth Management Group's SW Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Smurfit Westrock (SW) in Q2 2026: 63 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in SW as recently as Q3 2025.

Private Wealth Management Group first reported a position in SW in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.63K in Q2 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Private Wealth Management Group held 63 shares of Smurfit Westrock worth $2.92K as of Q2 2026.
  • Smurfit Westrock was a new Private Wealth Management Group position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1035 holding.
  • Private Wealth Management Group first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
  • Private Wealth Management Group's Smurfit Westrock position peaked at $3.63K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.