Position in SW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,538,684
+$26,293,937 QoQ
Shares Held
573,686
+9240.4% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#92
of 635 holders
Holding Since
Jun 2025
5 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, 2026AE Wealth Management LLC holds $62,761,349 across 8 Packaging & Containers names. SW ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
135,609 | $32,312,885 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
573,686 | $26,538,684 | |
| 3 | IP |
International Paper Co /New/
|
32,203 | $1,226,919 | |
| 4 | AMCR |
Amcor plc
|
17,985 | $779,643 | |
| 5 | SON |
Sonoco Products Co
|
11,175 | $629,696 | |
| 6 | TRS |
Trimas Corp
|
12,900 | $580,870 | |
| 7 | GEF |
Greif, Inc
|
3,831 | $357,341 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
31,724 | $335,311 |
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,538,684 | 573,686 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $244,747 | 6,142 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,294,418 | 369,652 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $14,424,735 | 338,848 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $13,681,075 | 317,059 | Shares | Other | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||