TPA
SW

Trivium Point Advisory’s Smurfit Westrock SW Stock Holding History

Trivium Point Advisory’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 		$244K Buy
6,134
+919
+18% +$39.6K 0.04% 254
2025
Q4 		$202K Buy
+5,215
New +$199K 0.02% 337

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

Trivium Point Advisory's SW Position: Q1 2026 in Review

Trivium Point Advisory increased its Smurfit Westrock (SW) stake by 18% in Q1 2026, buying an estimated $39.6K and bringing the position to 6,134 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #254.

Trivium Point Advisory first reported a position in SW in Q4 2025 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Trivium Point Advisory held 6,134 shares of Smurfit Westrock worth $244K as of Q1 2026.
  • Trivium Point Advisory bought 919 Smurfit Westrock shares in Q1 2026, an estimated $39.6K.
  • Smurfit Westrock made up 0.04% of Trivium Point Advisory's portfolio in Q1 2026, its #254 holding.
  • Trivium Point Advisory first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.