AIM
SW

Anchor Investment Management’s Smurfit Westrock SW Stock Holding History

Anchor 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 		– Sell
-117
Closed -$4.54K – 1097
2025
Q4 		$4.54K Hold
117
– – ﹤0.01% 902
2025
Q3 		$5K Hold
117
– – ﹤0.01% 903
2025
Q2 		$5.06K Hold
117
– – ﹤0.01% 890
2025
Q1 		$5.29K Hold
117
– – ﹤0.01% 872
2024
Q4 		$6.32K Hold
117
– – ﹤0.01% 858
2024
Q3 		$5.8K Buy
+117
New +$5.32K ﹤0.01% 862

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

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

Anchor Investment Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 117 shares — an estimated $4.54K sold.

Anchor Investment Management first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $6.32K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Anchor Investment Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Anchor Investment Management sold 117 Smurfit Westrock shares in Q1 2026, an estimated $4.54K.
  • Anchor Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Anchor Investment Management's Smurfit Westrock position peaked at $6.32K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.