Sunbelt Securities’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$917 Buy
+23
New +$992 ﹤0.01% 2120
2025
Q4
Sell
-23
Closed -$979 2984
2025
Q3
$979 Buy
+23
New +$1.04K ﹤0.01% 2060
2024
Q4
Sell
-96
Closed -$4.74K 1935
2024
Q3
$4.74K Buy
+96
New +$4.37K ﹤0.01% 1453

Other funds holding SW

Sunbelt Securities's SW Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Smurfit Westrock (SW) in Q1 2026: 23 shares worth $917. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in SW as recently as Q3 2025.

Sunbelt Securities first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.74K in Q3 2024. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Sunbelt Securities held 23 shares of Smurfit Westrock worth $917 as of Q1 2026.
  • Smurfit Westrock was a new Sunbelt Securities position in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2120 holding.
  • Sunbelt Securities first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Sunbelt Securities's Smurfit Westrock position peaked at $4.74K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.