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
Q2 		$1.19M Sell
25,675
-120,000
-82% -$4.96M 0.3% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Access Investment Management's SW Position: Q2 2026 in Review

Access Investment Management reduced its Smurfit Westrock (SW) stake by 82% in Q2 2026, selling an estimated $4.96M and leaving 25,675 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #51.

Access Investment Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Access Investment Management held 25,675 shares of Smurfit Westrock worth $1.19M as of Q2 2026.
  • Access Investment Management sold 120,000 Smurfit Westrock shares in Q2 2026, an estimated $4.96M.
  • Smurfit Westrock made up 0.3% of Access Investment Management's portfolio in Q2 2026, its #51 holding.
  • Access Investment Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Access Investment Management's Smurfit Westrock position peaked at $17.5M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.