RWM
SW

Rialto Wealth Management’s Smurfit Westrock SW Stock Holding History

Rialto 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
Q1 		$2.79K Buy
70
+57
+438% +$2.46K ﹤0.01% 752
2025
Q4 		$503 Sell
13
-61
-82% -$2.33K ﹤0.01% 1278
2025
Q3 		$3.15K Sell
74
-2
-3% -$91 ﹤0.01% 549
2025
Q2 		$3.28K Buy
76
+31
+69% +$1.33K ﹤0.01% 516
2025
Q1 		$2.03K Buy
+45
New +$2.28K ﹤0.01% 525

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

Rialto Wealth Management's SW Position: Q1 2026 in Review

Rialto Wealth Management increased its Smurfit Westrock (SW) stake by 438% in Q1 2026, buying an estimated $2.46K and bringing the position to 70 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Rialto Wealth Management first reported a position in SW in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.28K in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Rialto Wealth Management held 70 shares of Smurfit Westrock worth $2.79K as of Q1 2026.
  • Rialto Wealth Management bought 57 Smurfit Westrock shares in Q1 2026, an estimated $2.46K.
  • Smurfit Westrock made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #752 holding.
  • Rialto Wealth Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Smurfit Westrock position peaked at $3.28K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.