WA
SW

Wealth Alliance’s Smurfit Westrock SW Stock Holding History

Wealth Alliance’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 		$478K Buy
+11,985
New +$517K 0.05% 303
2025
Q4 		– Sell
-11,265
Closed -$480K – 601
2025
Q3 		$480K Sell
11,265
-1,104
-9% -$50K 0.05% 311
2025
Q2 		$534K Sell
12,369
-1,261
-9% -$53.9K 0.06% 277
2025
Q1 		$614K Buy
13,630
+4,209
+45% +$213K 0.07% 237
2024
Q4 		$507K Buy
+9,421
New +$480K 0.06% 259

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

Wealth Alliance's SW Position: Q1 2026 in Review

Wealth Alliance opened a new position in Smurfit Westrock (SW) in Q1 2026: 11,985 shares worth $478K. The stake represents 0.05% of the portfolio and ranks #303 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in SW as recently as Q3 2025.

Wealth Alliance first reported a position in SW in Q4 2024 and has held it in 5 quarters since. The position peaked at $614K in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wealth Alliance held 11,985 shares of Smurfit Westrock worth $478K as of Q1 2026.
  • Smurfit Westrock was a new Wealth Alliance position in Q1 2026.
  • Smurfit Westrock made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #303 holding.
  • Wealth Alliance first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
  • Wealth Alliance's Smurfit Westrock position peaked at $614K in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.