Position in SW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,322,836
+$1,117,423 QoQ
Shares Held
183,760
+14.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 25.798868088811496.ToString("F0")%
Shared 0.ToString("F0")%
None 74.20113191118851.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $173,267,019 across 17 Packaging & Containers names. SW ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
1,845,805 | $73,370,748 | |
| 2 | IP |
International Paper Co /New/
|
933,574 | $33,328,591 | |
| 3 | PKG |
Packaging Corp Of America
|
138,319 | $29,354,058 | |
| 4 | BALL |
BALL Corp
|
134,702 | $7,962,235 | |
| 5 | AVY |
Avery Dennison Corp
|
44,905 | $7,754,195 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
183,760 | $7,322,836 | |
| 7 | SON |
Sonoco Products Co
|
77,413 | $4,187,269 | |
| 8 | CCK |
Crown Holdings, Inc.
|
34,740 | $3,482,685 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||