Position in SW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,869,877
+$399,536 QoQ
Shares Held
62,038
+0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#234
of 635 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026BIP Wealth, LLC holds $2,979,900 across 2 Packaging & Containers names. SW ranks #1 (96.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
62,038 | $2,869,877 | |
| 2 | GPK |
Graphic Packaging Holding Co
|
10,409 | $110,023 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,869,877 | 62,038 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,470,341 | 61,991 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,412,195 | 62,379 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $2,700,283 | 62,579 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,819,899 | 62,581 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,397,542 | 63,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,117,364 | 63,079 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||