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
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

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sound Income Strategies's SW Position: Q2 2026 in Review

Sound Income Strategies increased its Smurfit Westrock (SW) stake by 1% in Q2 2026, buying an estimated $55.6K and bringing the position to 135,161 shares worth $6.25M. The position accounts for 0.28% of the portfolio, ranked #96.

Sound Income Strategies first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Sound Income Strategies held 135,161 shares of Smurfit Westrock worth $6.25M as of Q2 2026.
  • Sound Income Strategies bought 1,346 Smurfit Westrock shares in Q2 2026, an estimated $55.6K.
  • Smurfit Westrock made up 0.28% of Sound Income Strategies's portfolio in Q2 2026, its #96 holding.
  • Sound Income Strategies first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 435 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.