Asset Management One
SW

Asset Management One’s Smurfit Westrock SW Stock Holding History

Asset Management One’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 		$10.2M Buy
219,428
+5,683
+3% +$235K 0.03% 471
2026
Q1 		$8.52M Sell
213,745
-5,571
-3% -$240K 0.03% 479
2025
Q4 		$8.48M Buy
219,316
+33
+0% +$1.26K 0.02% 510
2025
Q3 		$9.33M Buy
219,283
+11,613
+6% +$526K 0.03% 476
2025
Q2 		$8.96M Buy
207,670
+3,421
+2% +$146K 0.03% 468
2025
Q1 		$9.2M Buy
204,249
+7,455
+4% +$378K 0.03% 447
2024
Q4 		$10.7M Buy
196,794
+10,890
+6% +$555K 0.04% 418
2024
Q3 		$9.19M Buy
+185,904
New +$8.45M 0.03% 450

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 $3.37T AUM 44.26% 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

Asset Management One's SW Position: Q2 2026 in Review

Asset Management One increased its Smurfit Westrock (SW) stake by 2.7% in Q2 2026, buying an estimated $235K and bringing the position to 219,428 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #471.

Asset Management One first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Asset Management One held 219,428 shares of Smurfit Westrock worth $10.2M as of Q2 2026.
  • Asset Management One bought 5,683 Smurfit Westrock shares in Q2 2026, an estimated $235K.
  • Smurfit Westrock made up 0.03% of Asset Management One's portfolio in Q2 2026, its #471 holding.
  • Asset Management One first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Asset Management One's Smurfit Westrock position peaked at $10.7M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.