Ameriprise
SW

Ameriprise’s Smurfit Westrock SW Stock Holding History

Ameriprise’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 		$342M Sell
8,593,814
-79,630
-0.9% -$3.43M 0.08% 259
2025
Q4 		$335M Buy
8,673,444
+1,084,498
+14% +$41.3M 0.08% 266
2025
Q3 		$323M Buy
7,588,946
+94,782
+1% +$4.29M 0.07% 273
2025
Q2 		$323M Sell
7,494,164
-934,598
-11% -$40M 0.08% 252
2025
Q1 		$380M Sell
8,428,762
-574,718
-6% -$29.1M 0.1% 210
2024
Q4 		$485M Buy
9,003,480
+149,210
+2% +$7.6M 0.12% 179
2024
Q3 		$438M Buy
+8,854,270
New +$403M 0.11% 198

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

Ameriprise's SW Position: Q1 2026 in Review

Ameriprise reduced its Smurfit Westrock (SW) stake by 0.92% in Q1 2026, selling an estimated $3.43M and leaving 8,593,814 shares worth $342M. The position accounts for 0.08% of the portfolio, ranked #259.

Ameriprise first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $485M in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ameriprise held 8,593,814 shares of Smurfit Westrock worth $342M as of Q1 2026.
  • Ameriprise sold 79,630 Smurfit Westrock shares in Q1 2026, an estimated $3.43M.
  • Smurfit Westrock made up 0.08% of Ameriprise's portfolio in Q1 2026, its #259 holding.
  • Ameriprise first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ameriprise's Smurfit Westrock position peaked at $485M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.