AG
SW

Ascent Group’s Smurfit Westrock SW Stock Holding History

Ascent Group’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 		$857K Buy
21,495
+4,518
+27% +$195K 0.03% 393
2025
Q4 		$657K Buy
16,977
+11,734
+224% +$447K 0.02% 441
2025
Q3 		$223K Buy
+5,243
New +$237K 0.01% 678

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

Ascent Group's SW Position: Q1 2026 in Review

Ascent Group increased its Smurfit Westrock (SW) stake by 27% in Q1 2026, buying an estimated $195K and bringing the position to 21,495 shares worth $857K. The position accounts for 0.03% of the portfolio, ranked #393.

Ascent Group first reported a position in SW in Q3 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ascent Group held 21,495 shares of Smurfit Westrock worth $857K as of Q1 2026.
  • Ascent Group bought 4,518 Smurfit Westrock shares in Q1 2026, an estimated $195K.
  • Smurfit Westrock made up 0.03% of Ascent Group's portfolio in Q1 2026, its #393 holding.
  • Ascent Group first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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