Brown Advisory
SW

Brown Advisory’s Smurfit Westrock SW Stock Holding History

Brown Advisory’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 		$24.7M Buy
619,368
+89,752
+17% +$3.87M 0.04% 290
2025
Q4 		$20.5M Buy
529,616
+112,197
+27% +$4.28M 0.03% 325
2025
Q3 		$17.8M Buy
+417,419
New +$18.9M 0.02% 350
2024
Q4 		– Sell
-9,130
Closed -$451K – 1378
2024
Q3 		$451K Buy
+9,130
New +$415K ﹤0.01% 1013

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

Brown Advisory's SW Position: Q1 2026 in Review

Brown Advisory increased its Smurfit Westrock (SW) stake by 17% in Q1 2026, buying an estimated $3.87M and bringing the position to 619,368 shares worth $24.7M. The position accounts for 0.04% of the portfolio, ranked #290.

Brown Advisory first reported a position in SW in Q3 2024 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Brown Advisory held 619,368 shares of Smurfit Westrock worth $24.7M as of Q1 2026.
  • Brown Advisory bought 89,752 Smurfit Westrock shares in Q1 2026, an estimated $3.87M.
  • Smurfit Westrock made up 0.04% of Brown Advisory's portfolio in Q1 2026, its #290 holding.
  • Brown Advisory first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.