WPA
SW

Wealth Preservation Advisors’s Smurfit Westrock SW Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-6
Closed -$239 – 990
2026
Q1 		$239 Hold
6
– – ﹤0.01% 863
2025
Q4 		$232 Hold
6
– – ﹤0.01% 590
2025
Q3 		$255 Hold
6
– – ﹤0.01% 558
2025
Q2 		$259 Sell
6
-38
-86% -$1.63K ﹤0.01% 562
2025
Q1 		$1.98K Buy
+44
New +$2.23K ﹤0.01% 472

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Preservation Advisors's SW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 6 shares — an estimated $239 sold.

Wealth Preservation Advisors first reported a position in SW in Q1 2025 and held it in 5 quarters. The position peaked at $1.98K in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 6 Smurfit Westrock shares in Q2 2026, an estimated $239.
  • Wealth Preservation Advisors first reported a position in Smurfit Westrock in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Smurfit Westrock position peaked at $1.98K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.