Chevy Chase Trust’s Smurfit Westrock SW Stock Holding History

Chevy Chase Trust’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	$12M	Sell	258,645 -4,271	-2%	-$176K	0.03%	378
2026 Q1	$10.5M	Sell	262,916 -1,831	-0.7%	-$79K	0.03%	390
2025 Q4	$10.2M	Sell	264,747 -1,719	-0.6%	-$65.5K	0.03%	405
2025 Q3	$11.3M	Buy	266,466 +4,528	+2%	+$205K	0.03%	386
2025 Q2	$11.3M	Buy	261,938 +2,636	+1%	+$113K	0.03%	380
2025 Q1	$11.7M	Sell	259,302 -4	-0%	-$203	0.04%	367
2024 Q4	$14M	Sell	259,306 -5,228	-2%	-$266K	0.04%	341
2024 Q3	$13.1M	Buy	+264,534	New	+$12M	0.04%	361

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chevy Chase Trust's SW Position: Q2 2026 in Review

Chevy Chase Trust reduced its Smurfit Westrock (SW) stake by 1.6% in Q2 2026, selling an estimated $176K and leaving 258,645 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #378.

Chevy Chase Trust first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $14M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Chevy Chase Trust held 258,645 shares of Smurfit Westrock worth $12M as of Q2 2026.
Chevy Chase Trust sold 4,271 Smurfit Westrock shares in Q2 2026, an estimated $176K.
Smurfit Westrock made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #378 holding.
Chevy Chase Trust first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Chevy Chase Trust's Smurfit Westrock position peaked at $14M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.