SAM
SW

Synergy Asset Management’s Smurfit Westrock SW Stock Holding History

Synergy Asset 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 		$3.82M Sell
82,671
-11,814
-13% -$488K 0.36% 50
2026
Q1 		$3.77M Buy
+94,485
New +$4.08M 0.4% 49

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

Synergy Asset Management's SW Position: Q2 2026 in Review

Synergy Asset Management reduced its Smurfit Westrock (SW) stake by 13% in Q2 2026, selling an estimated $488K and leaving 82,671 shares worth $3.82M. The position accounts for 0.36% of the portfolio, ranked #50.

Synergy Asset Management first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Synergy Asset Management held 82,671 shares of Smurfit Westrock worth $3.82M as of Q2 2026.
  • Synergy Asset Management sold 11,814 Smurfit Westrock shares in Q2 2026, an estimated $488K.
  • Smurfit Westrock made up 0.36% of Synergy Asset Management's portfolio in Q2 2026, its #50 holding.
  • Synergy Asset Management first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.