C
SW

Covestor’s Smurfit Westrock SW Stock Holding History

Covestor’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
Q1 		$76K Sell
1,905
-355
-16% -$15.3K 0.05% 434
2025
Q4 		$87K Buy
2,260
+766
+51% +$29.2K 0.05% 650
2025
Q3 		$64K Sell
1,494
-28
-2% -$1.27K 0.04% 796
2025
Q2 		$66K Sell
1,522
-748
-33% -$32K 0.04% 779
2025
Q1 		$102K Sell
2,270
-38
-2% -$1.93K 0.07% 480
2024
Q4 		$124K Buy
2,308
+188
+9% +$9.58K 0.08% 389
2024
Q3 		$105K Buy
+2,120
New +$96.4K 0.07% 489

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

Covestor's SW Position: Q1 2026 in Review

Covestor reduced its Smurfit Westrock (SW) stake by 16% in Q1 2026, selling an estimated $15.3K and leaving 1,905 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #434.

Covestor first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $124K in Q4 2024. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Covestor held 1,905 shares of Smurfit Westrock worth $76K as of Q1 2026.
  • Covestor sold 355 Smurfit Westrock shares in Q1 2026, an estimated $15.3K.
  • Smurfit Westrock made up 0.05% of Covestor's portfolio in Q1 2026, its #434 holding.
  • Covestor first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Covestor's Smurfit Westrock position peaked at $124K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.