Position in SW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,821
-$645 QoQ
Shares Held
61
-29.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#586
of 639 holders
Holding Since
Sep 2024
8 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, 2026Cornerstone Planning Group LLC holds $59,771 across 10 Packaging & Containers names. SW ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
264 | $16,473 | |
| 2 | PKG |
Packaging Corp Of America
|
66 | $15,726 | |
| 3 | AMCR |
Amcor plc
|
228 | $9,883 | |
| 4 | IP |
International Paper Co /New/
|
127 | $4,838 | |
| 5 | AVY |
Avery Dennison Corp
|
25 | $4,058 | |
| 6 | CCK |
Crown Holdings, Inc.
|
32 | $3,578 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
61 | $2,821 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
114 | $1,204 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,821 | 61 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,466 | 87 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,430 | 37 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,852 | 114 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,632 | 61 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,802 | 40 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,777 | 33 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $840 | 17 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||