Beverly Hills Private Wealth, LLC
Position in SW — Smurfit Westrock plc
CIK 1965710
BEVERLY HILLS, CA
Position in SW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,717,735
+$1,859,499 QoQ
Shares Held
123,600
+27.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#183
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, 2026Beverly Hills Private Wealth, LLC holds $7,738,110 across 2 Packaging & Containers names. SW ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
123,600 | $5,717,735 | |
| 2 | PKG |
Packaging Corp Of America
|
8,479 | $2,020,375 |
All Filings in SW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,717,735 | 123,600 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $3,858,236 | 96,819 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,895,454 | 74,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,777,448 | 88,735 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,847,987 | 89,177 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,746,558 | 83,146 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,101,546 | 76,152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,746,911 | 55,583 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||