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Smurfit WestRock shares owned by AE Wealth Management

Quarter-by-quarter ownership of Smurfit WestRock (SW) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Smurfit WestRock

Tip: Access up to 7 years of quarterly data

All positions including Smurfit WestRock held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smurfit WestRock by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 339k 42.57
2025-06-30 $14M 317k 43.15

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View all positions for AE Wealth Management

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