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 Q2	$13.3M	Buy	287,785 +8,383	+3%	+$346K	﹤0.01%	1895
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial's SW Position: Q2 2026 in Review

Raymond James Financial increased its Smurfit Westrock (SW) stake by 3% in Q2 2026, buying an estimated $346K and bringing the position to 287,785 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Raymond James Financial first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Raymond James Financial held 287,785 shares of Smurfit Westrock worth $13.3M as of Q2 2026.
Raymond James Financial bought 8,383 Smurfit Westrock shares in Q2 2026, an estimated $346K.
Smurfit Westrock made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1895 holding.
Raymond James Financial first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.