Position in SW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$152,889
-$106,021 QoQ
Shares Held
3,305
-45.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#466
of 635 holders
Holding Since
Dec 2024
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, 2026Integrated Wealth Concepts LLC holds $8,374,197 across 19 Packaging & Containers names. SW ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
36,614 | $2,284,713 | |
| 2 | SON |
Sonoco Products Co
|
31,389 | $1,768,770 | |
| 3 | IP |
International Paper Co /New/
|
30,062 | $1,145,362 | |
| 4 | CCK |
Crown Holdings, Inc.
|
7,472 | $835,519 | |
| 5 | PKG |
Packaging Corp Of America
|
3,317 | $790,374 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
70,420 | $744,339 | |
| 7 | AVY |
Avery Dennison Corp
|
1,429 | $231,998 | |
| 8 | SW |
Smurfit Westrock plc
This page
|
3,305 | $152,889 |
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,889 | 3,305 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $258,910 | 6,082 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $213,851 | 4,956 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $247,875 | 5,501 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $277,648 | 5,155 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||