CGPCS
SW

Capital Group Private Client Services’s Smurfit Westrock SW Stock Holding History

Capital Group Private Client Services’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 		$667K Buy
16,732
+2,555
+18% +$110K 0.01% 200
2025
Q4 		$548K Sell
14,177
-2,515
-15% -$95.9K 0.01% 237
2025
Q3 		$711K Buy
+16,692
New +$756K 0.01% 224

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

Capital Group Private Client Services's SW Position: Q1 2026 in Review

Capital Group Private Client Services increased its Smurfit Westrock (SW) stake by 18% in Q1 2026, buying an estimated $110K and bringing the position to 16,732 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #200.

Capital Group Private Client Services first reported a position in SW in Q3 2025 and has held it in 3 quarters since. The position peaked at $711K in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Capital Group Private Client Services held 16,732 shares of Smurfit Westrock worth $667K as of Q1 2026.
  • Capital Group Private Client Services bought 2,555 Smurfit Westrock shares in Q1 2026, an estimated $110K.
  • Smurfit Westrock made up 0.01% of Capital Group Private Client Services's portfolio in Q1 2026, its #200 holding.
  • Capital Group Private Client Services first reported a position in Smurfit Westrock in Q3 2025 and has held it in 3 quarters since.
  • Capital Group Private Client Services's Smurfit Westrock position peaked at $711K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.