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Smurfit WestRock shares owned by Abacus Planning Group

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by Abacus Planning Group from 13F filings

Historical chart of Abacus Planning Group investment in Smurfit WestRock

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All positions including Smurfit WestRock held by Abacus Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by Abacus Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 23k 42.57
2025-06-30 $996k 23k 43.15
2025-03-31 $1.0M 23k 45.06
2024-12-31 $1.3M 24k 53.86

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Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Union Pacific Corporation (UNP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Dimensional Etf Trust World Equity Etf (DFAW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Abacus Planning Group

Top funds holding Smurfit WestRock

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Nuveen
Orbis Allan Gray
Geode Capital Management
FMR
Franklin Resources
UBS Group
Invesco
Bank of New York Mellon
Fil
Soros Fund Management
Ameriprise Financial

View all funds holding Smurfit WestRock