EdenTree Asset Management’s Smurfit Westrock SW Stock Holding History

EdenTree Asset Management’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	$996K	Hold	25,000	–	–	0.3%	57
2025 Q4	$967K	Hold	25,000	–	–	0.3%	54
2025 Q3	$1.06M	Hold	25,000	–	–	0.26%	52
2025 Q2	$1.08M	Hold	25,000	–	–	0.3%	51
2025 Q1	$1.13M	Hold	25,000	–	–	0.38%	50
2024 Q4	$1.35M	Sell	25,000 -108,500	-81%	-$5.53M	0.39%	52
2024 Q3	$6.59M	Buy	+133,500	New	+$6.07M	1.91%	23

Other funds holding SW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EdenTree Asset Management's SW Position: Q1 2026 in Review

EdenTree Asset Management held its Smurfit Westrock (SW) position steady in Q1 2026 at 25,000 shares worth $996K. The position accounts for 0.3% of the portfolio, ranked #57.

EdenTree Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.59M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

EdenTree Asset Management held 25,000 shares of Smurfit Westrock worth $996K as of Q1 2026.
EdenTree Asset Management left its Smurfit Westrock share count unchanged in Q1 2026.
Smurfit Westrock made up 0.3% of EdenTree Asset Management's portfolio in Q1 2026, its #57 holding.
EdenTree Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
EdenTree Asset Management's Smurfit Westrock position peaked at $6.59M in Q3 2024.
611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on EdenTree Asset Management's 13F filing for Q1 2026, filed 14 May 2026.