Bank of Montreal
SW

Bank of Montreal’s Smurfit Westrock SW Stock Holding History

Bank of Montreal’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 		$29.1M Buy
730,081
+344,074
+89% +$14.8M 0.01% 707
2025
Q4 		$14.9M Sell
386,007
-482,138
-56% -$18.4M 0.01% 962
2025
Q3 		$37M Buy
868,145
+365,428
+73% +$16.5M 0.01% 594
2025
Q2 		$21.7M Buy
502,717
+188,549
+60% +$8.07M 0.01% 700
2025
Q1 		$14.2M Sell
314,168
-95,085
-23% -$4.82M 0.01% 816
2024
Q4 		$22M Buy
409,253
+3,141
+0.8% +$160K 0.01% 704
2024
Q3 		$20.3M Buy
+406,112
New +$18.5M 0.01% 774

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 of Montreal's SW Position: Q1 2026 in Review

Bank of Montreal increased its Smurfit Westrock (SW) stake by 89% in Q1 2026, buying an estimated $14.8M and bringing the position to 730,081 shares worth $29.1M. The position accounts for 0.01% of the portfolio, ranked #707.

Bank of Montreal first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $37M in Q3 2025. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Bank of Montreal held 730,081 shares of Smurfit Westrock worth $29.1M as of Q1 2026.
  • Bank of Montreal bought 344,074 Smurfit Westrock shares in Q1 2026, an estimated $14.8M.
  • Smurfit Westrock made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #707 holding.
  • Bank of Montreal first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Smurfit Westrock position peaked at $37M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.