Position in SW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,332,527
+$389,535 QoQ
Shares Held
133,815
+4.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Sound Income Strategies, LLC holds $41,253,097 across 10 Packaging & Containers names. SW ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
475,266 | $18,891,823 | |
| 2 | SON |
Sonoco Products Co
|
311,777 | $16,864,017 | |
| 3 | SW |
Smurfit Westrock plc
This page
|
133,815 | $5,332,527 | |
| 4 | SEE |
SEALED AIR CORP/DE
|
2,010 | $84,520 | |
| 5 | AVY |
Avery Dennison Corp
|
211 | $36,435 | |
| 6 | GEF |
Greif, Inc
|
303 | $20,322 | |
| 7 | IP |
International Paper Co /New/
|
418 | $14,922 | |
| 8 | OI |
O-I Glass, Inc. /DE/
|
412 | $4,330 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,332,527 | 133,815 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,942,992 | 127,825 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,811 | 160 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,675 | 62 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,875 | 86 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,578 | 85 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,035 | 284 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||