TPBG
SW

Turning Point Benefit Group’s Smurfit Westrock SW Stock Holding History

Turning Point Benefit Group’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 		– Sell
-30
Closed -$1.16K – 828
2025
Q4 		$1.16K Buy
+30
New +$1.14K ﹤0.01% 540

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

Turning Point Benefit Group's SW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 30 shares — an estimated $1.16K sold.

Turning Point Benefit Group first reported a position in SW in Q4 2025 and held it in 1 quarter. The position peaked at $1.16K in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 30 Smurfit Westrock shares in Q1 2026, an estimated $1.16K.
  • Turning Point Benefit Group first reported a position in Smurfit Westrock in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Smurfit Westrock position peaked at $1.16K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.