Position in SW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$122,681
+$16,242 QoQ
Shares Held
2,652
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $1,511,664 across 19 Packaging & Containers names. SW ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
9,717 | $547,552 | |
| 2 | PKG |
Packaging Corp Of America
|
1,439 | $342,884 | |
| 3 | IP |
International Paper Co /New/
|
4,467 | $170,192 | |
| 4 | SW |
Smurfit Westrock plc
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|
2,652 | $122,681 | |
| 5 | BALL |
BALL Corp
|
1,921 | $119,870 | |
| 6 | CCK |
Crown Holdings, Inc.
|
868 | $97,059 | |
| 7 | AMCR |
Amcor plc
|
799 | $34,636 | |
| 8 | AVY |
Avery Dennison Corp
|
190 | $30,846 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,681 | 2,652 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $106,439 | 2,671 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,981 | 465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,241 | 452 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $14,066 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,713 | 149 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,068 | 484 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $781,626 | 15,816 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||