Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$798,999
+$141,596 QoQ
Shares Held
17,272
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 635 holders
Holding Since
Sep 2024
8 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, 2026Merit Financial Group, LLC holds $11,419,875 across 13 Packaging & Containers names. SW ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
21,732 | $3,528,186 | |
| 2 | CCK |
Crown Holdings, Inc.
|
11,596 | $1,296,662 | |
| 3 | BALL |
BALL Corp
|
19,244 | $1,200,822 | |
| 4 | IP |
International Paper Co /New/
|
31,062 | $1,183,459 | |
| 5 | GPK |
Graphic Packaging Holding Co
|
80,280 | $848,557 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
17,272 | $798,999 | |
| 7 | PKG |
Packaging Corp Of America
|
3,191 | $760,347 | |
| 8 | SON |
Sonoco Products Co
|
12,996 | $732,320 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,999 | 17,272 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $657,403 | 16,497 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $569,182 | 14,719 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $575,459 | 13,518 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $556,030 | 12,886 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $491,694 | 10,912 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $513,124 | 9,527 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $543,175 | 10,991 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||