Skip to main content

JOURNEY STRATEGIC WEALTH LLC

Position in SW — Smurfit Westrock plc

CIK 1909316 SUMMIT, NJ

Position in SW

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$205,421
-$1,345 QoQ
Shares Held
5,155
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in SW Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $1,209,591 across 5 Packaging & Containers names. SW ranks #4 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SW
Smurfit Westrock plc
This page
5,155 $205,421

All Filings in SW

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $205,421 5,155
2024-12-31 $206,766 3,839