TPCW
SW

TD Private Client Wealth’s Smurfit Westrock SW Stock Holding History

TD Private Client Wealth’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 		$78K Sell
1,958
-489
-20% -$21.1K ﹤0.01% 801
2025
Q4 		$94.6K Sell
2,447
-113
-4% -$4.31K ﹤0.01% 770
2025
Q3 		$109K Buy
2,560
+180
+8% +$8.15K ﹤0.01% 740
2025
Q2 		$103K Sell
2,380
-11,455
-83% -$490K ﹤0.01% 734
2025
Q1 		$623K Sell
13,835
-4,050
-23% -$205K 0.02% 411
2024
Q4 		$963K Buy
17,885
+10,504
+142% +$535K 0.03% 361
2024
Q3 		$365K Buy
+7,381
New +$336K 0.01% 497

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

TD Private Client Wealth's SW Position: Q1 2026 in Review

TD Private Client Wealth reduced its Smurfit Westrock (SW) stake by 20% in Q1 2026, selling an estimated $21.1K and leaving 1,958 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

TD Private Client Wealth first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $963K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • TD Private Client Wealth held 1,958 shares of Smurfit Westrock worth $78K as of Q1 2026.
  • TD Private Client Wealth sold 489 Smurfit Westrock shares in Q1 2026, an estimated $21.1K.
  • Smurfit Westrock made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #801 holding.
  • TD Private Client Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • TD Private Client Wealth's Smurfit Westrock position peaked at $963K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.