CIA
SW

Cape Investment Advisory’s Smurfit Westrock SW Stock Holding History

Cape Investment 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
Q2 		$64.8K Buy
+1,400
New +$57.8K 0.02% 429
2025
Q3 		– Sell
-80
Closed -$3.45K – 1220
2025
Q2 		$3.45K Sell
80
-122
-60% -$5.22K ﹤0.01% 833
2025
Q1 		$9.1K Buy
202
+200
+10,000% +$10.1K ﹤0.01% 628
2024
Q4 		$108 Buy
+2
New +$102 ﹤0.01% 1093

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

Cape Investment Advisory's SW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Smurfit Westrock (SW) in Q2 2026: 1,400 shares worth $64.8K. The stake represents 0.02% of the portfolio and ranks #429 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SW as recently as Q2 2025.

Cape Investment Advisory first reported a position in SW in Q4 2024 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cape Investment Advisory held 1,400 shares of Smurfit Westrock worth $64.8K as of Q2 2026.
  • Smurfit Westrock was a new Cape Investment Advisory position in Q2 2026.
  • Smurfit Westrock made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #429 holding.
  • Cape Investment Advisory first reported a position in Smurfit Westrock in Q4 2024 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.