TW
SW

Transform Wealth’s Smurfit Westrock SW Stock Holding History

Transform 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
2025
Q1 		$1.23M Sell
27,275
-975
-3% -$49.4K 0.07% 132
2024
Q4 		$1.52M Sell
28,250
-562
-2% -$28.6K 0.08% 127
2024
Q3 		$1.42M Buy
+28,812
New +$1.31M 0.09% 112

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transform Wealth's SW Position: Q1 2025 in Review

Transform Wealth reduced its Smurfit Westrock (SW) stake by 3.5% in Q1 2025, selling an estimated $49.4K and leaving 27,275 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #132.

Transform Wealth first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.52M in Q4 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Transform Wealth held 27,275 shares of Smurfit Westrock worth $1.23M as of Q1 2025.
  • Transform Wealth sold 975 Smurfit Westrock shares in Q1 2025, an estimated $49.4K.
  • Smurfit Westrock made up 0.07% of Transform Wealth's portfolio in Q1 2025, its #132 holding.
  • Transform Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Transform Wealth's Smurfit Westrock position peaked at $1.52M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.