Salem Investment Counselors’s Smurfit Westrock SW Stock Holding History

Salem Investment Counselors’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	$26M	Sell	562,063 -8,500	-1%	-$351K	0.64%	30
2026 Q1	$22.7M	Buy	570,563 +16,506	+3%	+$712K	0.67%	30
2025 Q4	$21.4M	Sell	554,057 -7,035	-1%	-$268K	0.61%	31
2025 Q3	$23.9M	Sell	561,092 -940	-0.2%	-$42.5K	0.68%	30
2025 Q2	$24.3M	Sell	562,032 -24,900	-4%	-$1.07M	0.77%	26
2025 Q1	$26.4M	Hold	586,932	–	–	0.92%	24
2024 Q4	$31.6M	Sell	586,932 -2,732	-0.5%	-$139K	1.04%	17
2024 Q3	$29.1M	Buy	+589,664	New	+$26.8M	0.88%	20

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

Salem Investment Counselors's SW Position: Q2 2026 in Review

Salem Investment Counselors reduced its Smurfit Westrock (SW) stake by 1.5% in Q2 2026, selling an estimated $351K and leaving 562,063 shares worth $26M. The position accounts for 0.64% of the portfolio, ranked #30.

Salem Investment Counselors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.6M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Salem Investment Counselors held 562,063 shares of Smurfit Westrock worth $26M as of Q2 2026.
Salem Investment Counselors sold 8,500 Smurfit Westrock shares in Q2 2026, an estimated $351K.
Smurfit Westrock made up 0.64% of Salem Investment Counselors's portfolio in Q2 2026, its #30 holding.
Salem Investment Counselors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Salem Investment Counselors's Smurfit Westrock position peaked at $31.6M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.