Skip to main content

Medallion Wealth Advisors, LLC

Position in SW — Smurfit Westrock plc

CIK 2131139 FARMINGTON, CT

Position in SW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,597
-$15,125 QoQ
Shares Held
121
-76.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 635 holders
Holding Since
Dec 2024
7 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, 2026

Medallion Wealth Advisors, LLC holds $56,600 across 6 Packaging & Containers names. SW ranks #3 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SW
Smurfit Westrock plc
This page
121 $5,597

All Filings in SW

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,597 121
2026-03-31 $20,722 520
2025-12-31 $20,108 520
2025-09-30 $22,136 520
2025-06-30 $22,438 520
2025-03-31 $23,431 520
2024-12-31 $28,007 520