SWP
SW

Strategic Wealth Partners’s Smurfit Westrock SW Stock Holding History

Strategic Wealth Partners’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 		$19.8K Hold
498
– – ﹤0.01% 712
2025
Q4 		$19.3K Hold
498
– – ﹤0.01% 709
2025
Q3 		$21.2K Hold
498
– – ﹤0.01% 716
2025
Q2 		$21.5K Buy
+498
New +$21.3K ﹤0.01% 635

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

Strategic Wealth Partners's SW Position: Q1 2026 in Review

Strategic Wealth Partners held its Smurfit Westrock (SW) position steady in Q1 2026 at 498 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Strategic Wealth Partners first reported a position in SW in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.5K in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Strategic Wealth Partners held 498 shares of Smurfit Westrock worth $19.8K as of Q1 2026.
  • Strategic Wealth Partners left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #712 holding.
  • Strategic Wealth Partners first reported a position in Smurfit Westrock in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Smurfit Westrock position peaked at $21.5K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.