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Benson Investment Management Company’s Smurfit Westrock SW Stock Holding History

Benson Investment Management Company’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 		– Sell
-164,665
Closed -$6.37M – 52
2025
Q4 		$6.37M Buy
+164,665
New +$6.28M 2.22% 20

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Benson Investment Management Company's SW Position: Q1 2026 in Review

Benson Investment Management Company sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 164,665 shares — an estimated $6.37M sold.

Benson Investment Management Company first reported a position in SW in Q4 2025 and held it in 1 quarter. The position peaked at $6.37M in Q4 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Benson Investment Management Company reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Benson Investment Management Company sold 164,665 Smurfit Westrock shares in Q1 2026, an estimated $6.37M.
  • Benson Investment Management Company first reported a position in Smurfit Westrock in Q4 2025 and held it in 1 quarter.
  • Benson Investment Management Company's Smurfit Westrock position peaked at $6.37M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.