CFO
SW

Callan Family Office’s Smurfit Westrock SW Stock Holding History

Callan Family Office’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 		$1.65M Buy
35,588
+5,063
+17% +$209K 0.03% 452
2026
Q1 		$1.22M Buy
30,525
+13,579
+80% +$586K 0.03% 504
2025
Q4 		$655K Buy
+16,946
New +$646K 0.01% 681

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 $3.38T AUM 44.17% 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

Callan Family Office's SW Position: Q2 2026 in Review

Callan Family Office increased its Smurfit Westrock (SW) stake by 17% in Q2 2026, buying an estimated $209K and bringing the position to 35,588 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #452.

Callan Family Office first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Callan Family Office held 35,588 shares of Smurfit Westrock worth $1.65M as of Q2 2026.
  • Callan Family Office bought 5,063 Smurfit Westrock shares in Q2 2026, an estimated $209K.
  • Smurfit Westrock made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #452 holding.
  • Callan Family Office first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.