Position in SW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$590,971
+$215,704 QoQ
Shares Held
12,775
+35.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 635 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $10,261,048 across 13 Packaging & Containers names. SW ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
11,153 | $2,657,536 | |
| 2 | AMCR |
Amcor plc
|
28,223 | $1,223,467 | |
| 3 | BALL |
BALL Corp
|
18,214 | $1,136,553 | |
| 4 | AVY |
Avery Dennison Corp
|
5,373 | $872,306 | |
| 5 | SON |
Sonoco Products Co
|
13,590 | $765,796 | |
| 6 | IP |
International Paper Co /New/
|
20,068 | $764,590 | |
| 7 | SW |
Smurfit Westrock plc
This page
|
12,775 | $590,971 | |
| 8 | REYN |
Reynolds Consumer Products Inc.
|
20,891 | $560,923 |
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,971 | 12,775 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $375,267 | 9,417 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $400,839 | 9,416 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $605,606 | 13,440 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $714,829 | 13,272 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||