EF
SW

Empirical Finance’s Smurfit Westrock SW Stock Holding History

Empirical Finance’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 		– Sell
-7,342
Closed -$284K – 503
2025
Q4 		$284K Sell
7,342
-471
-6% -$18K 0.01% 455
2025
Q3 		$333K Sell
7,813
-6
-0.1% -$272 0.02% 470
2025
Q2 		$337K Sell
7,819
-7
-0.1% -$299 0.02% 465
2025
Q1 		$353K Sell
7,826
-15
-0.2% -$761 0.02% 454
2024
Q4 		$422K Sell
7,841
-234
-3% -$11.9K 0.02% 431
2024
Q3 		$399K Buy
+8,075
New +$367K 0.02% 447

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

Empirical Finance's SW Position: Q1 2026 in Review

Empirical Finance sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 7,342 shares — an estimated $284K sold.

Empirical Finance first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $422K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Empirical Finance reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Empirical Finance sold 7,342 Smurfit Westrock shares in Q1 2026, an estimated $284K.
  • Empirical Finance first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Empirical Finance's Smurfit Westrock position peaked at $422K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.