SSG
SW

Summit Securities Group’s Smurfit Westrock SW Stock Holding History

Summit Securities Group’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 		$5.64K Buy
122
+36
+42% +$1.49K ﹤0.01% 957
2026
Q1 		$3.43K Sell
86
-690
-89% -$29.8K ﹤0.01% 866
2025
Q4 		$30K Sell
776
-125
-14% -$4.77K ﹤0.01% 723
2025
Q3 		$38.4K Buy
901
+567
+170% +$25.7K 0.01% 635
2025
Q2 		$14.4K Buy
+334
New +$14.3K ﹤0.01% 807

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

Summit Securities Group's SW Position: Q2 2026 in Review

Summit Securities Group increased its Smurfit Westrock (SW) stake by 42% in Q2 2026, buying an estimated $1.49K and bringing the position to 122 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Summit Securities Group first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.4K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Summit Securities Group held 122 shares of Smurfit Westrock worth $5.64K as of Q2 2026.
  • Summit Securities Group bought 36 Smurfit Westrock shares in Q2 2026, an estimated $1.49K.
  • Smurfit Westrock made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #957 holding.
  • Summit Securities Group first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • Summit Securities Group's Smurfit Westrock position peaked at $38.4K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.