RWM
SW

Raffa Wealth Management’s Smurfit Westrock SW Stock Holding History

Raffa 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 		$3.24K Buy
70
+24
+52% +$991 ﹤0.01% 705
2026
Q1 		$1.83K Buy
46
+2
+5% +$86 ﹤0.01% 781
2025
Q4 		$1.7K Hold
44
– – ﹤0.01% 780
2025
Q3 		$1.87K Buy
44
+12
+38% +$543 ﹤0.01% 726
2025
Q2 		$1.38K Hold
32
– – ﹤0.01% 779
2025
Q1 		$1.44K Hold
32
– – ﹤0.01% 719
2024
Q4 		$1.72K Hold
32
– – ﹤0.01% 710
2024
Q3 		$1.58K Buy
+32
New +$1.46K ﹤0.01% 704

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

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

Raffa Wealth Management increased its Smurfit Westrock (SW) stake by 52% in Q2 2026, buying an estimated $991 and bringing the position to 70 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Raffa Wealth Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 607 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Raffa Wealth Management held 70 shares of Smurfit Westrock worth $3.24K as of Q2 2026.
  • Raffa Wealth Management bought 24 Smurfit Westrock shares in Q2 2026, an estimated $991.
  • Smurfit Westrock made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #705 holding.
  • Raffa Wealth Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 607 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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