RAFFA WEALTH MANAGEMENT, LLC’s Smurfit Westrock SW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.24K	Buy	70 +24	+52%	+$991	﹤0.01%	705
2026 Q1	$1.83K	Buy	46 +2	+5%	+$86	﹤0.01%	781
2025 Q4	$1.7K	Hold	44	–	–	﹤0.01%	780
2025 Q3	$1.87K	Buy	44 +12	+38%	+$543	﹤0.01%	726
2025 Q2	$1.38K	Hold	32	–	–	﹤0.01%	779
2025 Q1	$1.44K	Hold	32	–	–	﹤0.01%	719
2024 Q4	$1.72K	Hold	32	–	–	﹤0.01%	710
2024 Q3	$1.58K	Buy	+32	New	+$1.46K	﹤0.01%	704

Other funds holding SW

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SW Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Smurfit Westrock (SW) stake by 52% in Q2 2026, buying an estimated $991 and bringing the position to 70 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold SW as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 70 shares of Smurfit Westrock worth $3.24K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 24 Smurfit Westrock shares in Q2 2026, an estimated $991.
Smurfit Westrock made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #705 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.