SW — SMURFIT WESTROCK PLC

Ownership history in WEALTH ALLIANCE, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in SMURFIT WESTROCK PLC (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.

Peak position
0.07% (2025 Q1)
Avg. % of fund
0.06%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,265 -1,104 -8.9% 0.05% $480K $42.20
2025 Q2 REDUCED 12,369 -1,261 -9.3% 0.06% $534K $42.35
2025 Q1 ADDED 13,630 +4,209 +44.7% 0.07% $614K $43.82
2024 Q4 INITIATED 9,421 — — 0.06% $507K $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%
← Back to WEALTH ALLIANCE, LLC Holdings