Bank of America
SW

Bank of America’s Smurfit Westrock SW Stock Holding History

Bank of America’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 		$266M Buy
5,758,154
+297,991
+5% +$12.3M 0.02% 651
2026
Q1 		$218M Buy
5,460,163
+318,336
+6% +$13.7M 0.02% 687
2025
Q4 		$199M Sell
5,141,827
-936,048
-15% -$35.7M 0.01% 742
2025
Q3 		$259M Buy
6,077,875
+812,868
+15% +$36.8M 0.02% 691
2025
Q2 		$227M Buy
5,265,007
+563,536
+12% +$24.1M 0.02% 726
2025
Q1 		$212M Sell
4,701,471
-2,082,470
-31% -$106M 0.02% 694
2024
Q4 		$365M Buy
6,783,941
+558,417
+9% +$28.4M 0.03% 468
2024
Q3 		$308M Buy
+6,225,524
New +$283M 0.02% 555

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

Bank of America's SW Position: Q2 2026 in Review

Bank of America increased its Smurfit Westrock (SW) stake by 5.5% in Q2 2026, buying an estimated $12.3M and bringing the position to 5,758,154 shares worth $266M. The position accounts for 0.02% of the portfolio, ranked #651.

Bank of America first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $365M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bank of America held 5,758,154 shares of Smurfit Westrock worth $266M as of Q2 2026.
  • Bank of America bought 297,991 Smurfit Westrock shares in Q2 2026, an estimated $12.3M.
  • Smurfit Westrock made up 0.02% of Bank of America's portfolio in Q2 2026, its #651 holding.
  • Bank of America first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Bank of America's Smurfit Westrock position peaked at $365M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.