SWM
SW

Spire Wealth Management’s Smurfit Westrock SW Stock Holding History

Spire Wealth 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 		$1.3K Buy
28
+9
+47% +$372 ﹤0.01% 2094
2026
Q1 		$757 Sell
19
-166
-90% -$7.16K ﹤0.01% 2187
2025
Q4 		$7.15K Sell
185
-455
-71% -$17.3K ﹤0.01% 1824
2025
Q3 		$27.2K Buy
640
+4
+0.6% +$181 ﹤0.01% 1424
2025
Q2 		$27.4K Sell
636
-26
-4% -$1.11K ﹤0.01% 1402
2025
Q1 		$29.8K Sell
662
-7
-1% -$355 ﹤0.01% 1480
2024
Q4 		$36K Buy
+669
New +$34.1K ﹤0.01% 1418

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 $3.37T AUM 44.26% 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

Spire Wealth Management's SW Position: Q2 2026 in Review

Spire Wealth Management increased its Smurfit Westrock (SW) stake by 47% in Q2 2026, buying an estimated $372 and bringing the position to 28 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Spire Wealth Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Spire Wealth Management held 28 shares of Smurfit Westrock worth $1.3K as of Q2 2026.
  • Spire Wealth Management bought 9 Smurfit Westrock shares in Q2 2026, an estimated $372.
  • Smurfit Westrock made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2094 holding.
  • Spire Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Smurfit Westrock position peaked at $36K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.