BI
SW

Binnacle Investments’s Smurfit Westrock SW Stock Holding History

Binnacle Investments’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
Q3 		$3.36K Buy
79
+10
+14% +$453 ﹤0.01% 586
2025
Q2 		$2.98K Buy
69
+28
+68% +$1.2K ﹤0.01% 532
2025
Q1 		$1.85K Buy
+41
New +$2.08K ﹤0.01% 530

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Binnacle Investments's SW Position: Q3 2025 in Review

Binnacle Investments increased its Smurfit Westrock (SW) stake by 14% in Q3 2025, buying an estimated $453 and bringing the position to 79 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Binnacle Investments first reported a position in SW in Q1 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Binnacle Investments held 79 shares of Smurfit Westrock worth $3.36K as of Q3 2025.
  • Binnacle Investments bought 10 Smurfit Westrock shares in Q3 2025, an estimated $453.
  • Smurfit Westrock made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #586 holding.
  • Binnacle Investments first reported a position in Smurfit Westrock in Q1 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.