Bank Julius Baer & Co’s Smurfit Westrock SW Stock Holding History

Bank Julius Baer & Co’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	$1.59M	Buy	34,400 +5,204	+18%	+$215K	﹤0.01%	347
2026 Q1	$1.16M	Sell	29,196 -2,980	-9%	-$129K	﹤0.01%	368
2025 Q4	$1.24M	Buy	32,176 +17	+0.1%	+$648	﹤0.01%	358
2025 Q3	$1.37M	Sell	32,159 -2,407	-7%	-$109K	﹤0.01%	351
2025 Q2	$1.49M	Sell	34,566 -7,692	-18%	-$329K	﹤0.01%	311
2025 Q1	$1.9M	Buy	42,258 +3,044	+8%	+$154K	0.01%	289
2024 Q4	$2.33M	Buy	+39,214	New	+$2M	0.01%	268

Other funds holding SW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Bank Julius Baer & Co's SW Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Smurfit Westrock (SW) stake by 18% in Q2 2026, buying an estimated $215K and bringing the position to 34,400 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Bank Julius Baer & Co first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Bank Julius Baer & Co held 34,400 shares of Smurfit Westrock worth $1.59M as of Q2 2026.
Bank Julius Baer & Co bought 5,204 Smurfit Westrock shares in Q2 2026, an estimated $215K.
Smurfit Westrock made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #347 holding.
Bank Julius Baer & Co first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Bank Julius Baer & Co's Smurfit Westrock position peaked at $2.33M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.