BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SW — Smurfit Westrock plc
CIK 2010186
CINCINNATI, OH
Position in SW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,326
+$4,581 QoQ
Shares Held
180
+91.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 635 holders
Holding Since
Sep 2024
8 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $280,340 across 8 Packaging & Containers names. SW ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
697 | $166,081 | |
| 2 | IP |
International Paper Co /New/
|
1,846 | $70,332 | |
| 3 | AMCR |
Amcor plc
|
748 | $32,425 | |
| 4 | SW |
Smurfit Westrock plc
This page
|
180 | $8,326 | |
| 5 | BALL |
BALL Corp
|
40 | $2,496 | |
| 6 | AVY |
Avery Dennison Corp
|
2 | $324 | |
| 7 | REYN |
Reynolds Consumer Products Inc.
|
7 | $187 | |
| 8 | SON |
Sonoco Products Co
|
3 | $169 |
All Filings in SW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,326 | 180 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,745 | 94 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,248 | 84 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,809 | 66 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $474 | 11 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $90 | 2 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,386 | 100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $90,043 | 1,822 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||