SL
SW

Salomon & Ludwin’s Smurfit Westrock SW Stock Holding History

Salomon & Ludwin’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 		$5.39K Sell
117
-348
-75% -$14.4K ﹤0.01% 1807
2026
Q1 		$18.3K Buy
+465
New +$20.1K ﹤0.01% 1159
2025
Q4 		– Sell
-186
Closed -$7.81K – 2229
2025
Q3 		$7.81K Buy
+186
New +$8.42K ﹤0.01% 1490

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

Salomon & Ludwin's SW Position: Q2 2026 in Review

Salomon & Ludwin reduced its Smurfit Westrock (SW) stake by 75% in Q2 2026, selling an estimated $14.4K and leaving 117 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Salomon & Ludwin first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q1 2026. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Salomon & Ludwin held 117 shares of Smurfit Westrock worth $5.39K as of Q2 2026.
  • Salomon & Ludwin sold 348 Smurfit Westrock shares in Q2 2026, an estimated $14.4K.
  • Smurfit Westrock made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1807 holding.
  • Salomon & Ludwin first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Smurfit Westrock position peaked at $18.3K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.