CG
SW

Caprock Group’s Smurfit Westrock SW Stock Holding History

Caprock Group’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 		$273K Buy
6,853
+43
+0.6% +$1.85K 0.01% 956
2025
Q4 		$263K Buy
+6,810
New +$260K 0.01% 1038
2025
Q1 		– Sell
-9,426
Closed -$508K – 1180
2024
Q4 		$508K Buy
9,426
+3,740
+66% +$191K 0.02% 618
2024
Q3 		$281K Buy
+5,686
New +$259K 0.01% 744

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

Caprock Group's SW Position: Q1 2026 in Review

Caprock Group increased its Smurfit Westrock (SW) stake by 0.63% in Q1 2026, buying an estimated $1.85K and bringing the position to 6,853 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #956.

Caprock Group first reported a position in SW in Q3 2024 and has held it in 4 quarters since. The position peaked at $508K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Caprock Group held 6,853 shares of Smurfit Westrock worth $273K as of Q1 2026.
  • Caprock Group bought 43 Smurfit Westrock shares in Q1 2026, an estimated $1.85K.
  • Smurfit Westrock made up 0.01% of Caprock Group's portfolio in Q1 2026, its #956 holding.
  • Caprock Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 4 quarters since.
  • Caprock Group's Smurfit Westrock position peaked at $508K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.