BTI
SW

Blue Trust Inc’s Smurfit Westrock SW Stock Holding History

Blue Trust Inc’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
Q2 		$219K Sell
4,731
-1,060
-18% -$43.8K ﹤0.01% 758
2026
Q1 		$231K Sell
5,791
-10,471
-64% -$452K ﹤0.01% 720
2025
Q4 		$629K Sell
16,262
-4,617
-22% -$176K 0.01% 410
2025
Q3 		$889K Buy
20,879
+1,079
+5% +$48.8K 0.01% 334
2025
Q2 		$854K Buy
19,800
+966
+5% +$41.3K 0.01% 315
2025
Q1 		$849K Buy
18,834
+8,087
+75% +$410K 0.01% 278
2024
Q4 		$579K Buy
+10,747
New +$547K 0.01% 339

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 $3.37T AUM 44.26% 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

Blue Trust Inc's SW Position: Q2 2026 in Review

Blue Trust Inc reduced its Smurfit Westrock (SW) stake by 18% in Q2 2026, selling an estimated $43.8K and leaving 4,731 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Blue Trust Inc first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $889K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Blue Trust Inc held 4,731 shares of Smurfit Westrock worth $219K as of Q2 2026.
  • Blue Trust Inc sold 1,060 Smurfit Westrock shares in Q2 2026, an estimated $43.8K.
  • Smurfit Westrock made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #758 holding.
  • Blue Trust Inc first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Blue Trust Inc's Smurfit Westrock position peaked at $889K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.