RWS
SW

Retirement Wealth Solutions’s Smurfit Westrock SW Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.62K Buy
82
+10
+14% +$462 ﹤0.01% 460
2026
Q2 		$3.33K Buy
72
+41
+132% +$1.69K ﹤0.01% 425
2026
Q1 		$1.24K Buy
31
+18
+138% +$776 ﹤0.01% 604
2025
Q4 		$503 Sell
13
-70
-84% -$2.67K ﹤0.01% 678
2025
Q3 		$3.53K Sell
83
-133
-62% -$6.02K ﹤0.01% 362
2025
Q2 		$9.32K Sell
216
-132
-38% -$5.65K 0.01% 245
2025
Q1 		$15.7K Sell
348
-136
-28% -$6.9K 0.01% 162
2024
Q4 		$25.1K Buy
+484
New +$24.7K 0.02% 124

Other funds holding SW

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Retirement Wealth Solutions's SW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Smurfit Westrock (SW) stake by 14% in Q3 2026, buying an estimated $462 and bringing the position to 82 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Retirement Wealth Solutions first reported a position in SW in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.1K in Q4 2024. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Retirement Wealth Solutions held 82 shares of Smurfit Westrock worth $3.62K as of Q3 2026.
  • Retirement Wealth Solutions bought 10 Smurfit Westrock shares in Q3 2026, an estimated $462.
  • Smurfit Westrock made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #460 holding.
  • Retirement Wealth Solutions first reported a position in Smurfit Westrock in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Smurfit Westrock position peaked at $25.1K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.