Position in SW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,232,758
+$2,909,922 QoQ
Shares Held
221,201
+20.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $201,154,595 across 16 Packaging & Containers names. SW ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
1,969,731 | $85,387,838 | |
| 2 | IP |
International Paper Co /New/
|
955,651 | $36,410,303 | |
| 3 | PKG |
Packaging Corp Of America
|
150,773 | $35,926,190 | |
| 4 | SW |
Smurfit Westrock plc
This page
|
221,201 | $10,232,758 | |
| 5 | SON |
Sonoco Products Co
|
169,019 | $9,524,220 | |
| 6 | BALL |
BALL Corp
|
132,568 | $8,272,243 | |
| 7 | AVY |
Avery Dennison Corp
|
32,605 | $5,293,421 | |
| 8 | CCK |
Crown Holdings, Inc.
|
33,170 | $3,709,069 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,232,758 | 221,201 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,322,836 | 183,760 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,205,413 | 160,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,099,228 | 166,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,461,453 | 149,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,739,894 | 149,576 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,743,704 | 180,908 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,053,477 | 82,021 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||