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
2026
Q2 		$9.25M Buy
+200,000
New +$8.26M ﹤0.01% 1681
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citigroup's SW Position: Q2 2026 in Review

Citigroup reduced its Smurfit Westrock (SW) stake by 12% in Q2 2026, selling an estimated $9.44M and leaving 1,725,932 shares worth $79.8M. The position accounts for 0.03% of the portfolio, ranked #558.

Citigroup first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $149M in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Citigroup held 1,725,932 shares of Smurfit Westrock worth $79.8M as of Q2 2026.
  • Citigroup sold 228,651 Smurfit Westrock shares in Q2 2026, an estimated $9.44M.
  • Smurfit Westrock made up 0.03% of Citigroup's portfolio in Q2 2026, its #558 holding.
  • Citigroup first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Citigroup's Smurfit Westrock position peaked at $149M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.