BA
SW

BIP Alliance’s Smurfit Westrock SW Stock Holding History

BIP Alliance’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
Q2 		$380K Sell
8,807
-229
-3% -$9.8K 0.15% 37
2025
Q1 		$407K Sell
9,036
-24
-0.3% -$1.22K 0.17% 36
2024
Q4 		$488K Buy
+9,060
New +$462K 0.21% 31

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIP Alliance's SW Position: Q2 2025 in Review

BIP Alliance reduced its Smurfit Westrock (SW) stake by 2.5% in Q2 2025, selling an estimated $9.8K and leaving 8,807 shares worth $380K. The position accounts for 0.15% of the portfolio, ranked #37.

BIP Alliance first reported a position in SW in Q4 2024 and has held it in 3 quarters since. The position peaked at $488K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • BIP Alliance held 8,807 shares of Smurfit Westrock worth $380K as of Q2 2025.
  • BIP Alliance sold 229 Smurfit Westrock shares in Q2 2025, an estimated $9.8K.
  • Smurfit Westrock made up 0.15% of BIP Alliance's portfolio in Q2 2025, its #37 holding.
  • BIP Alliance first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • BIP Alliance's Smurfit Westrock position peaked at $488K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on BIP Alliance's 13F filing for Q2 2025, filed 31 Jul 2025.