Womack Financial’s Smurfit Westrock SW Stock Holding History

Womack Financial’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
2025 Q4	–	Sell	-5,597	Closed	-$238K	–	70
2025 Q3	$238K	Sell	5,597 -812	-13%	-$36.8K	0.18%	67
2025 Q2	$277K	Sell	6,409 -650	-9%	-$27.8K	0.23%	59
2025 Q1	$318K	Sell	7,059 -302	-4%	-$15.3K	0.29%	53
2024 Q4	$396K	Buy	+7,361	New	+$375K	0.35%	50

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Womack Financial's SW Position: Q4 2025 in Review

Womack Financial sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 5,597 shares — an estimated $238K sold.

Womack Financial first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $396K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Womack Financial reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Womack Financial sold 5,597 Smurfit Westrock shares in Q4 2025, an estimated $238K.
Womack Financial first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
Womack Financial's Smurfit Westrock position peaked at $396K in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Womack Financial's 13F filing for Q4 2025, filed 10 Feb 2026.