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
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

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

Retirement Wealth Solutions's SW Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Smurfit Westrock (SW) stake by 132% in Q2 2026, buying an estimated $1.69K and bringing the position to 72 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Retirement Wealth Solutions first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Retirement Wealth Solutions held 72 shares of Smurfit Westrock worth $3.33K as of Q2 2026.
  • Retirement Wealth Solutions bought 41 Smurfit Westrock shares in Q2 2026, an estimated $1.69K.
  • Smurfit Westrock made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #425 holding.
  • Retirement Wealth Solutions first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Smurfit Westrock position peaked at $25.1K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.