DI
SW

Diligent Investors’s Smurfit Westrock SW Stock Holding History

Diligent Investors’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 		$292K Sell
6,305
-500
-7% -$20.6K 0.06% 298
2026
Q1 		$271K Sell
6,805
-735
-10% -$31.7K 0.07% 291
2025
Q4 		$292K Sell
7,540
-5,327
-41% -$203K 0.07% 270
2025
Q3 		$548K Sell
12,867
-2,358
-15% -$107K 0.14% 182
2025
Q2 		$657K Sell
15,225
-3,795
-20% -$162K 0.16% 161
2025
Q1 		$857K Sell
19,020
-2,890
-13% -$147K 0.21% 136
2024
Q4 		$1.18M Sell
21,910
-200
-0.9% -$10.2K 0.27% 105
2024
Q3 		$1.09M Buy
+22,110
New +$1.01M 0.25% 114

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

Diligent Investors's SW Position: Q2 2026 in Review

Diligent Investors reduced its Smurfit Westrock (SW) stake by 7.3% in Q2 2026, selling an estimated $20.6K and leaving 6,305 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #298.

Diligent Investors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Diligent Investors held 6,305 shares of Smurfit Westrock worth $292K as of Q2 2026.
  • Diligent Investors sold 500 Smurfit Westrock shares in Q2 2026, an estimated $20.6K.
  • Smurfit Westrock made up 0.06% of Diligent Investors's portfolio in Q2 2026, its #298 holding.
  • Diligent Investors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Diligent Investors's Smurfit Westrock position peaked at $1.18M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.