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
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 $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 Preservation Advisors's SW Position: Q1 2026 in Review

Wealth Preservation Advisors held its Smurfit Westrock (SW) position steady in Q1 2026 at 6 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Wealth Preservation Advisors first reported a position in SW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.98K in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wealth Preservation Advisors held 6 shares of Smurfit Westrock worth $239 as of Q1 2026.
  • Wealth Preservation Advisors left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #863 holding.
  • Wealth Preservation Advisors first reported a position in Smurfit Westrock in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Smurfit Westrock position peaked at $1.98K in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.