AA
SW

Ancora Advisors’s Smurfit Westrock SW Stock Holding History

Ancora Advisors’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 		$26.1K Sell
655
-392
-37% -$16.9K ﹤0.01% 1422
2025
Q4 		$40.5K Buy
1,047
+593
+131% +$22.6K ﹤0.01% 1219
2025
Q3 		$19.3K Sell
454
-300
-40% -$13.6K ﹤0.01% 1248
2025
Q2 		$32.5K Hold
754
– – ﹤0.01% 1115
2025
Q1 		$34K Hold
754
– – ﹤0.01% 1090
2024
Q4 		$40.6K Hold
754
– – ﹤0.01% 1042
2024
Q3 		$37.3K Buy
+754
New +$34.3K ﹤0.01% 1056

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

Ancora Advisors's SW Position: Q1 2026 in Review

Ancora Advisors reduced its Smurfit Westrock (SW) stake by 37% in Q1 2026, selling an estimated $16.9K and leaving 655 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Ancora Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $40.6K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ancora Advisors held 655 shares of Smurfit Westrock worth $26.1K as of Q1 2026.
  • Ancora Advisors sold 392 Smurfit Westrock shares in Q1 2026, an estimated $16.9K.
  • Smurfit Westrock made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1422 holding.
  • Ancora Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ancora Advisors's Smurfit Westrock position peaked at $40.6K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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