CIBC Private Wealth Group
SW

CIBC Private Wealth Group’s Smurfit Westrock SW Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$21.2K Buy
549
+76
+16% +$2.9K ﹤0.01% 2145
2025
Q3 		$20.1K Sell
473
-41
-8% -$1.86K ﹤0.01% 2153
2025
Q2 		$22.2K Sell
514
-345
-40% -$14.8K ﹤0.01% 1978
2025
Q1 		$32.8K Buy
859
+486
+130% +$24.6K ﹤0.01% 1790
2024
Q4 		$19.4K Buy
373
+109
+41% +$5.55K ﹤0.01% 2072
2024
Q3 		$13.1K Buy
+264
New +$12K ﹤0.01% 2327

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group's SW Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Smurfit Westrock (SW) stake by 16% in Q4 2025, buying an estimated $2.9K and bringing the position to 549 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

CIBC Private Wealth Group first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $32.8K in Q1 2025. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • CIBC Private Wealth Group held 549 shares of Smurfit Westrock worth $21.2K as of Q4 2025.
  • CIBC Private Wealth Group bought 76 Smurfit Westrock shares in Q4 2025, an estimated $2.9K.
  • Smurfit Westrock made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2145 holding.
  • CIBC Private Wealth Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Smurfit Westrock position peaked at $32.8K in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.