Steward Partners Investment Advisory, LLC
Position in SW — Smurfit Westrock plc
CIK 1723397
STAMFORD, CT
Position in SW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,687,009
+$1,492,502 QoQ
Shares Held
36,468
+647.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
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, 2026Steward Partners Investment Advisory, LLC holds $10,834,634 across 12 Packaging & Containers names. SW ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYE |
Myers Industries Inc
|
199,370 | $7,039,754 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
36,468 | $1,687,009 | |
| 3 | IP |
International Paper Co /New/
|
11,238 | $428,167 | |
| 4 | BALL |
BALL Corp
|
6,087 | $379,828 | |
| 5 | PKG |
Packaging Corp Of America
|
1,578 | $376,005 | |
| 6 | AVY |
Avery Dennison Corp
|
2,168 | $351,974 | |
| 7 | CCK |
Crown Holdings, Inc.
|
2,169 | $242,537 | |
| 8 | TRS |
Trimas Corp
|
3,136 | $141,214 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,009 | 36,468 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $194,507 | 4,881 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $208,547 | 5,393 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,139 | 5,782 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,767 | 5,742 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $322,494 | 7,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $444,883 | 8,260 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $313,718 | 6,348 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||