AIM
SW

Access Investment Management’s Smurfit Westrock SW Stock Holding History

Access Investment Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.81M Sell
145,675
-185,600
-56% -$8M 1.55% 27
2025
Q4 		$14.1M Hold
331,275
– – 3.79% 6
2025
Q3 		$14.1M Buy
331,275
+5,800
+2% +$263K 3.79% 6
2025
Q2 		$14M Buy
+325,475
New +$13.9M 4% 6
2024
Q4 		$17.5M Sell
324,620
-2,765
-0.8% -$141K 5.07% 4
2024
Q3 		$16.2M Buy
+327,385
New +$14.9M 4.93% 4

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Access Investment Management's SW Position: Q1 2026 in Review

Access Investment Management reduced its Smurfit Westrock (SW) stake by 56% in Q1 2026, selling an estimated $8M and leaving 145,675 shares worth $5.81M. The position accounts for 1.55% of the portfolio, ranked #27.

Access Investment Management first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Access Investment Management held 145,675 shares of Smurfit Westrock worth $5.81M as of Q1 2026.
  • Access Investment Management sold 185,600 Smurfit Westrock shares in Q1 2026, an estimated $8M.
  • Smurfit Westrock made up 1.55% of Access Investment Management's portfolio in Q1 2026, its #27 holding.
  • Access Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • Access Investment Management's Smurfit Westrock position peaked at $17.5M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.