Position in SW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,750
+$2,585 QoQ
Shares Held
254
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
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, 2026SHP Wealth Management holds $111,742 across 12 Packaging & Containers names. SW ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
126 | $30,023 | |
| 2 | AVY |
Avery Dennison Corp
|
180 | $29,223 | |
| 3 | IP |
International Paper Co /New/
|
756 | $28,803 | |
| 4 | SW |
Smurfit Westrock plc
This page
|
254 | $11,750 | |
| 5 | CCK |
Crown Holdings, Inc.
|
35 | $3,913 | |
| 6 | BALL |
BALL Corp
|
36 | $2,246 | |
| 7 | GPK |
Graphic Packaging Holding Co
|
193 | $2,040 | |
| 8 | AMCR |
Amcor plc
|
40 | $1,734 |
All Filings in SW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,750 | 254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,165 | 230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,601 | 300 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||