Raymond James Financial
SW

Raymond James Financial’s Smurfit Westrock SW Stock Holding History

Raymond James Financial’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 		$11.1M Buy
279,402
+70,058
+33% +$3.02M ﹤0.01% 1933
2025
Q4 		$8.1M Buy
209,344
+8,810
+4% +$336K ﹤0.01% 2138
2025
Q3 		$8.54M Buy
200,534
+2,856
+1% +$129K ﹤0.01% 2054
2025
Q2 		$8.53M Sell
197,678
-18,038
-8% -$772K ﹤0.01% 1994
2025
Q1 		$9.72M Buy
215,716
+2,854
+1% +$145K ﹤0.01% 1830
2024
Q4 		$11.5M Buy
+212,862
New +$10.8M ﹤0.01% 1736

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial's SW Position: Q1 2026 in Review

Raymond James Financial increased its Smurfit Westrock (SW) stake by 33% in Q1 2026, buying an estimated $3.02M and bringing the position to 279,402 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Raymond James Financial first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Raymond James Financial held 279,402 shares of Smurfit Westrock worth $11.1M as of Q1 2026.
  • Raymond James Financial bought 70,058 Smurfit Westrock shares in Q1 2026, an estimated $3.02M.
  • Smurfit Westrock made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1933 holding.
  • Raymond James Financial first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Smurfit Westrock position peaked at $11.5M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.