Cambridge Investment Research Advisors
SW

Cambridge Investment Research Advisors’s Smurfit Westrock SW Stock Holding History

Cambridge Investment Research Advisors’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 		$1.08M Buy
23,411
+1,583
+7% +$65.4K ﹤0.01% 2244
2026
Q1 		$870K Sell
21,828
-332
-1% -$14.3K ﹤0.01% 2297
2025
Q4 		$857K Buy
22,160
+1,739
+9% +$66.3K ﹤0.01% 2221
2025
Q3 		$869K Buy
20,421
+135
+0.7% +$6.11K ﹤0.01% 2160
2025
Q2 		$875K Sell
20,286
-11,893
-37% -$509K ﹤0.01% 2061
2025
Q1 		$1.45M Sell
32,179
-569
-2% -$28.9K ﹤0.01% 1580
2024
Q4 		$1.76M Sell
32,748
-17,458
-35% -$889K 0.01% 1448
2024
Q3 		$2.48M Buy
+50,206
New +$2.28M 0.01% 1191

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

Cambridge Investment Research Advisors's SW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Smurfit Westrock (SW) stake by 7.3% in Q2 2026, buying an estimated $65.4K and bringing the position to 23,411 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Cambridge Investment Research Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,411 shares of Smurfit Westrock worth $1.08M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,583 Smurfit Westrock shares in Q2 2026, an estimated $65.4K.
  • Smurfit Westrock made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2244 holding.
  • Cambridge Investment Research Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Smurfit Westrock position peaked at $2.48M in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.