WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SW — Smurfit Westrock plc
CIK 1632972
PLYMOUTH, MN
Position in SW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,943,199
+$509,839 QoQ
Shares Held
63,623
+4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 125 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $46,087,963 across 17 Packaging & Containers names. SW ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
192,195 | $8,331,653 | |
| 2 | CCK |
Crown Holdings, Inc.
|
56,596 | $6,328,564 | |
| 3 | PKG |
Packaging Corp Of America
|
26,443 | $6,300,838 | |
| 4 | IP |
International Paper Co /New/
|
123,072 | $4,689,043 | |
| 5 | BALL |
BALL Corp
|
74,843 | $4,670,203 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
322,623 | $3,410,125 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
63,623 | $2,943,199 | |
| 8 | SON |
Sonoco Products Co
|
44,886 | $2,529,326 |
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,943,199 | 63,623 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,433,360 | 61,063 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,670,788 | 94,926 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,851,702 | 113,970 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,046,953 | 116,963 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,147,609 | 114,239 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,179,465 | 114,732 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,561,564 | 92,302 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||