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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 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. 207 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.
  • 207 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.