TAP
SW

Tounjian Advisory Partners’s Smurfit Westrock SW Stock Holding History

Tounjian Advisory Partners’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 		$1.06K Buy
+23
New +$950 ﹤0.01% 655
2026
Q1 		– Sell
-23,542
Closed -$910K – 157
2025
Q4 		$910K Buy
23,542
+1,030
+5% +$39.3K 0.31% 105
2025
Q3 		$958K Buy
+22,512
New +$1.02M 0.32% 104

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 $3.38T AUM 44.17% 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

Tounjian Advisory Partners's SW Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Smurfit Westrock (SW) in Q2 2026: 23 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in SW as recently as Q4 2025.

Tounjian Advisory Partners first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $958K in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Tounjian Advisory Partners held 23 shares of Smurfit Westrock worth $1.06K as of Q2 2026.
  • Smurfit Westrock was a new Tounjian Advisory Partners position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #655 holding.
  • Tounjian Advisory Partners first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Smurfit Westrock position peaked at $958K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.