Position in SW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,521
-$17,655 QoQ
Shares Held
4,659
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#448
of 635 holders
Holding Since
Sep 2024
7 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, 2026EverSource Wealth Advisors, LLC holds $2,581,465 across 19 Packaging & Containers names. SW ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
3,754 | $894,499 | |
| 2 | BALL |
BALL Corp
|
5,286 | $329,843 | |
| 3 | IP |
International Paper Co /New/
|
6,548 | $249,475 | |
| 4 | SW |
Smurfit Westrock plc
This page
|
4,659 | $215,521 | |
| 5 | CCK |
Crown Holdings, Inc.
|
1,664 | $186,066 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
16,512 | $174,529 | |
| 7 | MYE |
Myers Industries Inc
|
3,794 | $133,962 | |
| 8 | SON |
Sonoco Products Co
|
2,274 | $128,135 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,521 | 4,659 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $233,176 | 6,030 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $247,967 | 5,825 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $244,961 | 5,677 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,926 | 4,903 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $240,212 | 4,460 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $219,522 | 4,442 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||