SW — SMURFIT WESTROCK

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SMURFIT WESTROCK (SW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,082 +1,126 +22.7% 0.00% $259K $42.20
2025 Q2 REDUCED 4,956 -545 -9.9% 0.00% $214K $42.35
2025 Q1 ADDED 5,501 +346 +6.7% 0.00% $248K $43.82
2024 Q4 INITIATED 5,155 — — 0.00% $278K $51.96
% of Fund (quarterly)    SW price (monthly, adj. close)

Other funds also holding SW

As of 2025 Q4 — sorted by position size

Incentive AS 100.0% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 10.18% Ruffer LLP 3Y 7Y 7.94% Holowesko Partners Ltd. 3Y 7Y 6.02% Exane Asset Management 3Y 7Y 5.4% Polaris Capital Management, LLC 3Y 7Y 4.64% Redwood Grove Capital, LLC 3Y 4.54% Access Investment Management LLC 3.79% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 3.03% SYCOMORE ASSET MANAGEMENT 3Y 7Y 2.98%
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