Private Wealth Management Group, LLC
Position in SW — Smurfit Westrock plc
CIK 2011342
PRINCETON, NJ
Position in SW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,914
-$661 QoQ
Shares Held
63
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 635 holders
Holding Since
Dec 2024
5 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, 2026Private Wealth Management Group, LLC holds $34,946 across 8 Packaging & Containers names. SW ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
80 | $19,062 | |
| 2 | IP |
International Paper Co /New/
|
110 | $4,191 | |
| 3 | GPK |
Graphic Packaging Holding Co
|
362 | $3,826 | |
| 4 | AMCR |
Amcor plc
|
73 | $3,164 | |
| 5 | SW |
Smurfit Westrock plc
This page
|
63 | $2,914 | |
| 6 | CCK |
Crown Holdings, Inc.
|
7 | $782 | |
| 7 | AMBP |
Ardagh Metal Packaging S.A.
|
160 | $758 | |
| 8 | BALL |
BALL Corp
|
4 | $249 |
All Filings in SW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,914 | 63 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,575 | 84 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,624 | 84 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,379 | 75 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,238 | 23 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||