SFS
SW

Sowell Financial Services’s Smurfit Westrock SW Stock Holding History

Sowell Financial Services’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
2025
Q2 		– Sell
-10,885
Closed -$490K – 1105
2025
Q1 		$490K Buy
+10,885
New +$552K 0.02% 591

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sowell Financial Services's SW Position: Q2 2025 in Review

Sowell Financial Services sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 10,885 shares — an estimated $490K sold.

Sowell Financial Services first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $490K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Sowell Financial Services reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 10,885 Smurfit Westrock shares in Q2 2025, an estimated $490K.
  • Sowell Financial Services first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
  • Sowell Financial Services's Smurfit Westrock position peaked at $490K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.