CI Investments Inc’s Smurfit Westrock SW Stock Holding History

CI Investments Inc’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	$2.26M	Sell	48,770 -37,628	-44%	-$1.55M	0.01%	443
2026 Q1	$3.44M	Buy	86,398 +4,159	+5%	+$179K	0.02%	340
2025 Q4	$3.18M	Sell	82,239 -481	-0.6%	-$18.3K	0.01%	339
2025 Q3	$3.52M	Buy	82,720 +15,523	+23%	+$703K	0.01%	319
2025 Q2	$2.9M	Sell	67,197 -55	-0.1%	-$2.35K	0.01%	330
2025 Q1	$3.03M	Buy	67,252 +64,338	+2,208%	+$3.26M	0.01%	336
2024 Q4	$157K	Sell	2,914 -1,611	-36%	-$82.1K	﹤0.01%	811
2024 Q3	$224K	Buy	+4,525	New	+$206K	﹤0.01%	634

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 $3.38T AUM 44.17% 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

CI Investments Inc's SW Position: Q2 2026 in Review

CI Investments Inc reduced its Smurfit Westrock (SW) stake by 44% in Q2 2026, selling an estimated $1.55M and leaving 48,770 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #443.

CI Investments Inc first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.52M in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

CI Investments Inc held 48,770 shares of Smurfit Westrock worth $2.26M as of Q2 2026.
CI Investments Inc sold 37,628 Smurfit Westrock shares in Q2 2026, an estimated $1.55M.
Smurfit Westrock made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #443 holding.
CI Investments Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
CI Investments Inc's Smurfit Westrock position peaked at $3.52M in Q3 2025.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.