QWM
SW

Quaker Wealth Management’s Smurfit Westrock SW Stock Holding History

Quaker Wealth 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
Q2 		$741 Sell
16
-1
-6% -$41 ﹤0.01% 647
2026
Q1 		$678 Buy
17
+7
+70% +$302 ﹤0.01% 629
2025
Q4 		$387 Sell
10
-2
-17% -$76 ﹤0.01% 752
2025
Q3 		$511 Hold
12
– – ﹤0.01% 600
2025
Q2 		$518 Buy
+12
New +$513 ﹤0.01% 606

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

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

Quaker Wealth Management reduced its Smurfit Westrock (SW) stake by 5.9% in Q2 2026, selling an estimated $41 and leaving 16 shares worth $741. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Quaker Wealth Management first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Quaker Wealth Management held 16 shares of Smurfit Westrock worth $741 as of Q2 2026.
  • Quaker Wealth Management sold 1 Smurfit Westrock share in Q2 2026, an estimated $41.
  • Smurfit Westrock made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Quaker Wealth Management first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.