SIS
SW

Sound Income Strategies’s Smurfit Westrock SW Stock Holding History

Sound Income Strategies’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
Q3 		$5.62M Buy
135,584
+423
+0.3% +$19.5K 0.25% 101
2026
Q2 		$6.25M Buy
135,161
+1,346
+1% +$55.6K 0.28% 96
2026
Q1 		$5.37M Buy
133,815
+5,990
+5% +$258K 0.26% 103
2025
Q4 		$5.46M Buy
127,825
+127,665
+79,791% +$4.87M 0.26% 99
2025
Q3 		$6.86K Buy
160
+98
+158% +$4.44K ﹤0.01% 1095
2025
Q2 		$2.67K Sell
62
-24
-28% -$1.03K ﹤0.01% 1215
2025
Q1 		$3.85K Buy
86
+1
+1% +$51 ﹤0.01% 1116
2024
Q4 		$4.6K Sell
85
-199
-70% -$10.1K ﹤0.01% 1007
2024
Q3 		$14K Buy
+284
New +$12.9K ﹤0.01% 714

Other funds holding SW

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sound Income Strategies's SW Position: Q3 2026 in Review

Sound Income Strategies increased its Smurfit Westrock (SW) stake by 0.31% in Q3 2026, buying an estimated $19.5K and bringing the position to 135,584 shares worth $5.62M. The position accounts for 0.25% of the portfolio, ranked #101.

Sound Income Strategies first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.25M in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Sound Income Strategies held 135,584 shares of Smurfit Westrock worth $5.62M as of Q3 2026.
  • Sound Income Strategies bought 423 Smurfit Westrock shares in Q3 2026, an estimated $19.5K.
  • Smurfit Westrock made up 0.25% of Sound Income Strategies's portfolio in Q3 2026, its #101 holding.
  • Sound Income Strategies first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Sound Income Strategies's Smurfit Westrock position peaked at $6.25M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.