Bank Julius Baer & Co
SW

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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's SW Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Smurfit Westrock (SW) stake by 9.3% in Q1 2026, selling an estimated $129K and leaving 29,196 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Bank Julius Baer & Co first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q4 2024. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Bank Julius Baer & Co held 29,196 shares of Smurfit Westrock worth $1.16M as of Q1 2026.
  • Bank Julius Baer & Co sold 2,980 Smurfit Westrock shares in Q1 2026, an estimated $129K.
  • Smurfit Westrock made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #368 holding.
  • Bank Julius Baer & Co first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Bank Julius Baer & Co's Smurfit Westrock position peaked at $2.33M in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.