AL
SW

Arnhold LLC’s Smurfit Westrock SW Stock Holding History

Arnhold LLC’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 		$18.3M Hold
462,368
– – 1.34% 25
2025
Q4 		$17.9M Buy
462,368
+109,223
+31% +$4.16M 1.36% 25
2025
Q3 		$14.9M Hold
353,145
– – 1.24% 27
2025
Q2 		$15.2M Sell
353,145
-20,906
-6% -$894K 1.39% 25
2025
Q1 		$16.8M Hold
374,051
– – 1.69% 23
2024
Q4 		$20.2M Sell
374,051
-36,027
-9% -$1.84M 1.99% 16
2024
Q3 		$20.4M Buy
+410,078
New +$18.6M 1.98% 19

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

Arnhold LLC's SW Position: Q1 2026 in Review

Arnhold LLC held its Smurfit Westrock (SW) position steady in Q1 2026 at 462,368 shares worth $18.3M. The position accounts for 1.34% of the portfolio, ranked #25.

Arnhold LLC first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Arnhold LLC held 462,368 shares of Smurfit Westrock worth $18.3M as of Q1 2026.
  • Arnhold LLC left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up 1.34% of Arnhold LLC's portfolio in Q1 2026, its #25 holding.
  • Arnhold LLC first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Arnhold LLC's Smurfit Westrock position peaked at $20.4M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Arnhold LLC's 13F filing for Q1 2026, filed 11 May 2026.