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
2025
Q4 		– Sell
-15,100
Closed -$643K – 3879
2025
Q3 		$643K Buy
+15,100
New +$683K ﹤0.01% 2156

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 $3.38T AUM 44.17% 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 Montreal's SW Position: Q2 2026 in Review

Bank of Montreal reduced its Smurfit Westrock (SW) stake by 28% in Q2 2026, selling an estimated $8.53M and leaving 523,612 shares worth $24.2M. The position accounts for 0.01% of the portfolio, ranked #840.

Bank of Montreal first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $37M in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Bank of Montreal held 523,612 shares of Smurfit Westrock worth $24.2M as of Q2 2026.
  • Bank of Montreal sold 206,469 Smurfit Westrock shares in Q2 2026, an estimated $8.53M.
  • Smurfit Westrock made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #840 holding.
  • Bank of Montreal first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Bank of Montreal's Smurfit Westrock position peaked at $37M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.