Position in SW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,804
-$3,097 QoQ
Shares Held
39
-68.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#592
of 635 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, 2026Bell Investment Advisors, Inc holds $59,433 across 11 Packaging & Containers names. SW ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPK |
Graphic Packaging Holding Co
|
2,332 | $24,649 | |
| 2 | PKG |
Packaging Corp Of America
|
62 | $14,773 | |
| 3 | SON |
Sonoco Products Co
|
104 | $5,860 | |
| 4 | AMCR |
Amcor plc
|
95 | $4,118 | |
| 5 | IP |
International Paper Co /New/
|
72 | $2,743 | |
| 6 | BALL |
BALL Corp
|
40 | $2,496 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
39 | $1,804 | |
| 8 | AVY |
Avery Dennison Corp
|
9 | $1,461 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,804 | 39 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,901 | 123 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $580 | 15 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,150 | 74 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,106 | 72 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,289 | 73 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,901 | 91 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,596 | 93 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||