SPIA
SW

Steward Partners Investment Advisory’s Smurfit Westrock SW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$195K Sell
4,881
-512
-9% -$22.1K ﹤0.01% 2032
2025
Q4 		$209K Sell
5,393
-389
-7% -$14.8K ﹤0.01% 1913
2025
Q3 		$246K Buy
5,782
+40
+0.7% +$1.81K ﹤0.01% 1760
2025
Q2 		$248K Sell
5,742
-1,415
-20% -$60.5K ﹤0.01% 1652
2025
Q1 		$323K Sell
7,157
-1,103
-13% -$55.9K ﹤0.01% 1410
2024
Q4 		$445K Buy
8,260
+1,912
+30% +$97.4K ﹤0.01% 1219
2024
Q3 		$314K Buy
+6,348
New +$289K ﹤0.01% 1313

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's SW Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Smurfit Westrock (SW) stake by 9.5% in Q1 2026, selling an estimated $22.1K and leaving 4,881 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Steward Partners Investment Advisory first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $445K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Steward Partners Investment Advisory held 4,881 shares of Smurfit Westrock worth $195K as of Q1 2026.
  • Steward Partners Investment Advisory sold 512 Smurfit Westrock shares in Q1 2026, an estimated $22.1K.
  • Smurfit Westrock made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2032 holding.
  • Steward Partners Investment Advisory first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Smurfit Westrock position peaked at $445K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.