WA
SW

Whipplewood Advisors’s Smurfit Westrock SW Stock Holding History

Whipplewood 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 		$4.07K Sell
88
-162
-65% -$6.69K ﹤0.01% 341
2026
Q1 		$9.96K Buy
250
+240
+2,400% +$10.4K 0.01% 487
2025
Q4 		$387 Buy
+10
New +$381 ﹤0.01% 475
2025
Q3 		– Sell
-1,026
Closed -$44.3K – 1198
2025
Q2 		$44.3K Buy
1,026
+342
+50% +$14.6K 0.02% 333
2025
Q1 		$35K Sell
684
-398
-37% -$20.2K 0.02% 363
2024
Q4 		$58.3K Buy
+1,082
New +$55.1K 0.03% 288

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

Whipplewood Advisors's SW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Smurfit Westrock (SW) stake by 65% in Q2 2026, selling an estimated $6.69K and leaving 88 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Whipplewood Advisors first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.3K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Whipplewood Advisors held 88 shares of Smurfit Westrock worth $4.07K as of Q2 2026.
  • Whipplewood Advisors sold 162 Smurfit Westrock shares in Q2 2026, an estimated $6.69K.
  • Smurfit Westrock made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #341 holding.
  • Whipplewood Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Smurfit Westrock position peaked at $58.3K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.