Axa’s Smurfit Westrock SW Stock Holding History

Axa’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
2025 Q3	–	Sell	-22,283	Closed	-$962K	–	1065
2025 Q2	$962K	Buy	22,283 +285	+1%	+$12.2K	﹤0.01%	895
2025 Q1	$991K	Buy	21,998 +996	+5%	+$50.5K	﹤0.01%	846
2024 Q4	$1.13M	Sell	21,002 -43,420	-67%	-$2.21M	﹤0.01%	847
2024 Q3	$3.18M	Buy	+64,422	New	+$2.93M	0.01%	655

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axa's SW Position: Q3 2025 in Review

Axa sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 22,283 shares — an estimated $962K sold.

Axa first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $3.18M in Q3 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

Axa reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
Axa sold 22,283 Smurfit Westrock shares in Q3 2025, an estimated $962K.
Axa first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
Axa's Smurfit Westrock position peaked at $3.18M in Q3 2024.
599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.