CWM
SW

CIBC World Markets’s Smurfit Westrock SW Stock Holding History

CIBC World Markets’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 		$2.81M Buy
+72,638
New +$2.77M 0.01% 537
2025
Q2 		$13.4M Buy
311,389
+250,580
+412% +$10.7M 0.08% 192
2025
Q1 		$2.74M Sell
60,809
-299,957
-83% -$15.2M 0.02% 430
2024
Q4 		$19.4M Buy
360,766
+292,268
+427% +$14.9M 0.11% 138
2024
Q3 		$3.39M Buy
+68,498
New +$3.11M 0.02% 409

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 World Markets's SW Position: Q4 2025 in Review

CIBC World Markets opened a new position in Smurfit Westrock (SW) in Q4 2025: 72,638 shares worth $2.81M. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in SW as recently as Q2 2025.

CIBC World Markets first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $19.4M in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • CIBC World Markets held 72,638 shares of Smurfit Westrock worth $2.81M as of Q4 2025.
  • Smurfit Westrock was a new CIBC World Markets position in Q4 2025.
  • Smurfit Westrock made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #537 holding.
  • CIBC World Markets first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • CIBC World Markets's Smurfit Westrock position peaked at $19.4M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.