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
Q2 		$103K Buy
2,215
+310
+16% +$12.8K 0.06% 349
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 $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

Covestor's SW Position: Q2 2026 in Review

Covestor increased its Smurfit Westrock (SW) stake by 16% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,215 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #349.

Covestor first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $124K in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Covestor held 2,215 shares of Smurfit Westrock worth $103K as of Q2 2026.
  • Covestor bought 310 Smurfit Westrock shares in Q2 2026, an estimated $12.8K.
  • Smurfit Westrock made up 0.06% of Covestor's portfolio in Q2 2026, its #349 holding.
  • Covestor first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Covestor's Smurfit Westrock position peaked at $124K in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.