TPWA
SW

Twin Peaks Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Twin Peaks Wealth Advisors’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 		$3.47K Buy
+87
New +$3.75K ﹤0.01% 1528
2025
Q3 		– Sell
-216
Closed -$9.56K – 2233
2025
Q2 		$9.56K Buy
+216
New +$9.24K ﹤0.01% 956

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

Twin Peaks Wealth Advisors's SW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Smurfit Westrock (SW) in Q1 2026: 87 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #1528 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SW in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.56K in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 87 shares of Smurfit Westrock worth $3.47K as of Q1 2026.
  • Smurfit Westrock was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1528 holding.
  • Twin Peaks Wealth Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Smurfit Westrock position peaked at $9.56K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.