Citigroup
SW

Citigroup’s Smurfit Westrock SW Stock Holding History

Citigroup’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 		– Sell
-150,400
Closed -$6.4M – 6565
2025
Q3 		$6.4M Buy
+150,400
New +$6.81M ﹤0.01% 1808
2025
Q2 		– Sell
-44,000
Closed -$1.98M – 5951
2025
Q1 		$1.98M Sell
44,000
-26,000
-37% -$1.32M ﹤0.01% 2716
2024
Q4 		$3.77M Buy
+70,000
New +$3.57M ﹤0.01% 2240

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Citigroup's SW Position: Q1 2026 in Review

Citigroup increased its Smurfit Westrock (SW) stake by 12% in Q1 2026, buying an estimated $9.29M and bringing the position to 1,954,583 shares worth $77.9M. The position accounts for 0.03% of the portfolio, ranked #483.

Citigroup first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $149M in Q1 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Citigroup held 1,954,583 shares of Smurfit Westrock worth $77.9M as of Q1 2026.
  • Citigroup bought 215,504 Smurfit Westrock shares in Q1 2026, an estimated $9.29M.
  • Smurfit Westrock made up 0.03% of Citigroup's portfolio in Q1 2026, its #483 holding.
  • Citigroup first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Citigroup's Smurfit Westrock position peaked at $149M in Q1 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.