SWM
SW

SHP Wealth Management’s Smurfit Westrock SW Stock Holding History

SHP 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 		$9.17K Sell
230
-70
-23% -$3.02K ﹤0.01% 926
2025
Q4 		$11.6K Buy
+300
New +$11.4K ﹤0.01% 798

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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

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

SHP Wealth Management reduced its Smurfit Westrock (SW) stake by 23% in Q1 2026, selling an estimated $3.02K and leaving 230 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

SHP Wealth Management first reported a position in SW in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.6K in Q4 2025. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • SHP Wealth Management held 230 shares of Smurfit Westrock worth $9.17K as of Q1 2026.
  • SHP Wealth Management sold 70 Smurfit Westrock shares in Q1 2026, an estimated $3.02K.
  • Smurfit Westrock made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #926 holding.
  • SHP Wealth Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Smurfit Westrock position peaked at $11.6K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.