SWIM
SW

Smallwood Wealth Investment Management’s Smurfit Westrock SW Stock Holding History

Smallwood Wealth Investment 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
Q2 		$11.5K Hold
248
– – 0.01% 326
2026
Q1 		$9.88K Hold
248
– – 0.01% 326
2025
Q4 		$9.59K Hold
248
– – 0.01% 316
2025
Q3 		$10.6K Hold
248
– – 0.01% 315
2025
Q2 		$10.7K Sell
248
-637
-72% -$27.3K 0.01% 311
2025
Q1 		$39.9K Buy
+885
New +$44.9K 0.03% 179

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's SW Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 248 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #326.

Smallwood Wealth Investment Management first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.9K in Q1 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Smallwood Wealth Investment Management held 248 shares of Smurfit Westrock worth $11.5K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #326 holding.
  • Smallwood Wealth Investment Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Smurfit Westrock position peaked at $39.9K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.