TWM
SW

TopTier Wealth Management’s Smurfit Westrock SW Stock Holding History

TopTier Wealth 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 		– Sell
-10
Closed -$399 – 771
2026
Q1 		$399 Buy
+10
New +$431 ﹤0.01% 640

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

TopTier Wealth Management's SW Position: Q2 2026 in Review

TopTier Wealth Management sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 10 shares — an estimated $399 sold.

TopTier Wealth Management first reported a position in SW in Q1 2026 and held it in 1 quarter. The position peaked at $399 in Q1 2026. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • TopTier Wealth Management reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 10 Smurfit Westrock shares in Q2 2026, an estimated $399.
  • TopTier Wealth Management first reported a position in Smurfit Westrock in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Smurfit Westrock position peaked at $399 in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.