Compagnie Lombard Odier SCmA’s Smurfit Westrock SW Stock Holding History

Compagnie Lombard Odier SCmA’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	$28M	Sell	606,042 -14,915	-2%	-$616K	0.3%	60
2026 Q1	$24.7M	Sell	620,957 -55,265	-8%	-$2.38M	0.3%	51
2025 Q4	$26.1M	Sell	676,222 -81,664	-11%	-$3.11M	0.28%	59
2025 Q3	$32.3M	Sell	757,886 -141,647	-16%	-$6.41M	0.36%	51
2025 Q2	$38.8M	Buy	899,533 +50,662	+6%	+$2.17M	0.51%	43
2025 Q1	$38.3M	Sell	848,871 -58,673	-6%	-$2.98M	0.47%	50
2024 Q4	$48.9M	Buy	907,544 +105,705	+13%	+$5.38M	0.72%	40
2024 Q3	$39.6M	Buy	+801,839	New	+$36.5M	0.62%	41

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SW Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its Smurfit Westrock (SW) stake by 2.4% in Q2 2026, selling an estimated $616K and leaving 606,042 shares worth $28M. The position accounts for 0.3% of the portfolio, ranked #60.

Compagnie Lombard Odier SCmA first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $48.9M in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Compagnie Lombard Odier SCmA held 606,042 shares of Smurfit Westrock worth $28M as of Q2 2026.
Compagnie Lombard Odier SCmA sold 14,915 Smurfit Westrock shares in Q2 2026, an estimated $616K.
Smurfit Westrock made up 0.3% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #60 holding.
Compagnie Lombard Odier SCmA first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Compagnie Lombard Odier SCmA's Smurfit Westrock position peaked at $48.9M in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.