Pinnacle Wealth Planning Services, Inc.
Position in SW — Smurfit Westrock plc
CIK 1726752
MANSFIELD, OH
Position in SW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$216,126
+$24,528 QoQ
Shares Held
4,672
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#446
of 635 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $696,092 across 15 Packaging & Containers names. SW ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
4,672 | $216,126 | |
| 2 | BALL |
BALL Corp
|
3,218 | $200,803 | |
| 3 | PKG |
Packaging Corp Of America
|
305 | $72,675 | |
| 4 | IP |
International Paper Co /New/
|
874 | $33,299 | |
| 5 | GPK |
Graphic Packaging Holding Co
|
3,027 | $31,995 | |
| 6 | OI |
O-I Glass, Inc. /DE/
|
2,990 | $28,793 | |
| 7 | AVY |
Avery Dennison Corp
|
165 | $26,787 | |
| 8 | GEF |
Greif, Inc
|
353 | $26,294 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,126 | 4,672 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $191,598 | 4,808 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $215,314 | 5,568 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||