BCP
SW

Berkeley Capital Partners’s Smurfit Westrock SW Stock Holding History

Berkeley Capital Partners’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
-8,736
Closed -$338K – 204
2025
Q4 		$338K Sell
8,736
-12,074
-58% -$460K 0.08% 154
2025
Q3 		$886K Buy
+20,810
New +$942K 0.21% 93

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Berkeley Capital Partners's SW Position: Q1 2026 in Review

Berkeley Capital Partners sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 8,736 shares — an estimated $338K sold.

Berkeley Capital Partners first reported a position in SW in Q3 2025 and held it in 2 quarters. The position peaked at $886K in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Berkeley Capital Partners reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Berkeley Capital Partners sold 8,736 Smurfit Westrock shares in Q1 2026, an estimated $338K.
  • Berkeley Capital Partners first reported a position in Smurfit Westrock in Q3 2025 and held it in 2 quarters.
  • Berkeley Capital Partners's Smurfit Westrock position peaked at $886K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.