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 Q2	$75.2K	Sell	1,626 -332	-17%	-$13.7K	﹤0.01%	820
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TD Private Client Wealth's SW Position: Q2 2026 in Review

TD Private Client Wealth reduced its Smurfit Westrock (SW) stake by 17% in Q2 2026, selling an estimated $13.7K and leaving 1,626 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

TD Private Client Wealth first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $963K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

TD Private Client Wealth held 1,626 shares of Smurfit Westrock worth $75.2K as of Q2 2026.
TD Private Client Wealth sold 332 Smurfit Westrock shares in Q2 2026, an estimated $13.7K.
Smurfit Westrock made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #820 holding.
TD Private Client Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
TD Private Client Wealth's Smurfit Westrock position peaked at $963K in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.