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
Q2 		$460M Buy
9,947,344
+1,353,530
+16% +$55.9M 0.09% 232
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 $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 $3.38T AUM 44.17% 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

Ameriprise's SW Position: Q2 2026 in Review

Ameriprise increased its Smurfit Westrock (SW) stake by 16% in Q2 2026, buying an estimated $55.9M and bringing the position to 9,947,344 shares worth $460M. The position accounts for 0.09% of the portfolio, ranked #232.

Ameriprise first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $485M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ameriprise held 9,947,344 shares of Smurfit Westrock worth $460M as of Q2 2026.
  • Ameriprise bought 1,353,530 Smurfit Westrock shares in Q2 2026, an estimated $55.9M.
  • Smurfit Westrock made up 0.09% of Ameriprise's portfolio in Q2 2026, its #232 holding.
  • Ameriprise first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Ameriprise's Smurfit Westrock position peaked at $485M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.