Charles Schwab
SW

Charles Schwab’s Smurfit Westrock SW Stock Holding History

Charles Schwab’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 		$169M Buy
3,653,945
+115,365
+3% +$4.76M 0.02% 524
2026
Q1 		$141M Buy
3,538,580
+203,729
+6% +$8.79M 0.02% 566
2025
Q4 		$129M Buy
3,334,851
+157,848
+5% +$6.02M 0.02% 590
2025
Q3 		$135M Buy
3,177,003
+265,904
+9% +$12M 0.02% 560
2025
Q2 		$126M Sell
2,911,099
-13,401
-0.5% -$573K 0.02% 573
2025
Q1 		$132M Sell
2,924,500
-73,401
-2% -$3.72M 0.02% 523
2024
Q4 		$161M Sell
2,997,901
-61,841
-2% -$3.15M 0.03% 448
2024
Q3 		$151M Buy
+3,059,742
New +$139M 0.03% 464

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 $3.37T AUM 44.26% 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

Charles Schwab's SW Position: Q2 2026 in Review

Charles Schwab increased its Smurfit Westrock (SW) stake by 3.3% in Q2 2026, buying an estimated $4.76M and bringing the position to 3,653,945 shares worth $169M. The position accounts for 0.02% of the portfolio, ranked #524.

Charles Schwab first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Charles Schwab held 3,653,945 shares of Smurfit Westrock worth $169M as of Q2 2026.
  • Charles Schwab bought 115,365 Smurfit Westrock shares in Q2 2026, an estimated $4.76M.
  • Smurfit Westrock made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #524 holding.
  • Charles Schwab first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.