CWM
SW

Calamos Wealth Management’s Smurfit Westrock SW Stock Holding History

Calamos Wealth Management’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 		$224K Buy
+5,627
New +$243K 0.01% 499

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

Calamos Wealth Management's SW Position: Q1 2026 in Review

Calamos Wealth Management opened a new position in Smurfit Westrock (SW) in Q1 2026: 5,627 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Calamos Wealth Management held 5,627 shares of Smurfit Westrock worth $224K as of Q1 2026.
  • Smurfit Westrock was a new Calamos Wealth Management position in Q1 2026.
  • Smurfit Westrock made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #499 holding.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.