EF
SW

Empowered Funds’s Smurfit Westrock SW Stock Holding History

Empowered Funds’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 		$1.23M Buy
26,484
+4,121
+18% +$170K 0.01% 1398
2026
Q1 		$891K Sell
22,363
-11,821
-35% -$510K 0.01% 1453
2025
Q4 		$1.32M Buy
34,184
+21,711
+174% +$828K 0.02% 594
2025
Q3 		$531K Buy
12,473
+1,120
+10% +$50.7K 0.01% 1384
2025
Q2 		$490K Buy
11,353
+1,917
+20% +$82K 0.01% 1327
2025
Q1 		$425K Sell
9,436
-42
-0.4% -$2.13K 0.01% 1277
2024
Q4 		$510K Buy
9,478
+853
+10% +$43.5K 0.01% 1173
2024
Q3 		$426K Buy
+8,625
New +$392K 0.01% 1142

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

Empowered Funds's SW Position: Q2 2026 in Review

Empowered Funds increased its Smurfit Westrock (SW) stake by 18% in Q2 2026, buying an estimated $170K and bringing the position to 26,484 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1398.

Empowered Funds first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Empowered Funds held 26,484 shares of Smurfit Westrock worth $1.23M as of Q2 2026.
  • Empowered Funds bought 4,121 Smurfit Westrock shares in Q2 2026, an estimated $170K.
  • Smurfit Westrock made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1398 holding.
  • Empowered Funds first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Empowered Funds's Smurfit Westrock position peaked at $1.32M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.