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Smurfit WestRock shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor Wealth Management investment in Smurfit WestRock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Smurfit WestRock by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 552 46.26
2026-03-31 $1.6k 39 39.85
2025-12-31 $696 18 38.67
2025-09-30 $807 19 42.53
2025-06-30 $345 8 43.13
2025-03-31 $270 6 45.00

More positions owned by Bay Harbor Wealth Management

Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)
Dimensional International Core Equity Market Etf Exchange Traded Fund (DFAI)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Ishares A.i. Innovation And Tech Active Etf Exchange Traded Fund (BAI)

View all positions for Bay Harbor Wealth Management

Top funds holding Smurfit WestRock

BlackRock
Capital Research Global Investors
Vanguard Capital Management
State Street Corporation
Nuveen
Vanguard Portfolio Management
Causeway Capital Management
Geode Capital Management
Franklin Resources
Capital World Investors
Invesco
Ameriprise Financial
Bank of New York Mellon
Norges Bank Investment Management
FMR

View all funds holding Smurfit WestRock