ACTION POINT FINANCIAL PLANNING, LLC
Position in SW — Smurfit Westrock plc
CIK 2116119
GRAND RAPIDS, MI
Position in SW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,520
New position
Shares Held
141
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#553
of 635 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $138,945 across 14 Packaging & Containers names. SW ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
152 | $36,214 | |
| 2 | OI |
O-I Glass, Inc. /DE/
|
3,563 | $34,309 | |
| 3 | AMCR |
Amcor plc
|
376 | $16,296 | |
| 4 | BALL |
BALL Corp
|
196 | $12,226 | |
| 5 | CCK |
Crown Holdings, Inc.
|
98 | $10,955 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
141 | $6,520 | |
| 7 | AVY |
Avery Dennison Corp
|
38 | $6,168 | |
| 8 | SON |
Sonoco Products Co
|
75 | $4,223 |
All Filings in SW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,520 | 141 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||