CI Investments Inc
SW

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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

CI Investments Inc's SW Position: Q1 2026 in Review

CI Investments Inc increased its Smurfit Westrock (SW) stake by 5.1% in Q1 2026, buying an estimated $179K and bringing the position to 86,398 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #340.

CI Investments Inc first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.52M in Q3 2025. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • CI Investments Inc held 86,398 shares of Smurfit Westrock worth $3.44M as of Q1 2026.
  • CI Investments Inc bought 4,159 Smurfit Westrock shares in Q1 2026, an estimated $179K.
  • Smurfit Westrock made up 0.02% of CI Investments Inc's portfolio in Q1 2026, its #340 holding.
  • CI Investments Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • CI Investments Inc's Smurfit Westrock position peaked at $3.52M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.