Global Retirement Partners, LLC
PensionPosition in SW — Smurfit Westrock plc
CIK 1749744
San Rafael, CA
Position in SW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$432,762
+$122,436 QoQ
Shares Held
9,355
+16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 635 holders
Holding Since
Sep 2024
6 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, 2026Global Retirement Partners, LLC holds $2,504,146 across 15 Packaging & Containers names. SW ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
12,387 | $536,976 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
9,355 | $432,762 | |
| 3 | BALL |
BALL Corp
|
6,736 | $420,326 | |
| 4 | AVY |
Avery Dennison Corp
|
2,086 | $338,662 | |
| 5 | CCK |
Crown Holdings, Inc.
|
2,152 | $240,636 | |
| 6 | SON |
Sonoco Products Co
|
3,684 | $207,593 | |
| 7 | IP |
International Paper Co /New/
|
2,226 | $84,810 | |
| 8 | PKG |
Packaging Corp Of America
|
337 | $80,300 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,762 | 9,355 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $310,326 | 8,025 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $74,752 | 1,756 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $69,816 | 1,618 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $93,070 | 1,728 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $87,671 | 1,774 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||