CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in SW — Smurfit Westrock plc
CIK 1766904
RICHMOND, VA
Position in SW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$204,419
+$24,860 QoQ
Shares Held
4,419
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#456
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $359,523 across 3 Packaging & Containers names. SW ranks #1 (56.9% of the industry book) .
All Filings in SW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,419 | 4,419 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $179,559 | 4,506 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $146,826 | 3,797 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $177,939 | 4,180 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $143,730 | 3,331 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $128,058 | 2,842 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $108,634 | 2,017 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||