NewEdge Wealth, LLC

Position in SW — Smurfit Westrock plc

CIK 1861796 STAMFORD, CT

Position in SW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$968,730

+$141,723 QoQ

Shares Held

20,941

+0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#329

of 635 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

NewEdge Wealth, LLC holds $2,093,045 across 5 Packaging & Containers names. SW ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SW	Smurfit Westrock plc This page	20,941	$968,730
2	BALL	BALL Corp	7,570	$472,368
3	AVY	Avery Dennison Corp	1,427	$231,673
4	IP	International Paper Co /New/	5,836	$222,351
5	GPK	Graphic Packaging Holding Co	18,725	$197,923

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$968,730	20,941	+0.9%	Shares	Sole	2026-08-10
2026-03-31	$827,007	20,753	-6.6%	Shares	Sole	2026-05-13
2025-12-31	$859,208	22,219	+23.0%	Shares	Sole	2026-02-03
2025-09-30	$768,899	18,062	+189.3%	Shares	Sole	2025-11-07
2025-06-30	$269,428	6,244	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.