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
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 $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

Empowered Funds's SW Position: Q1 2026 in Review

Empowered Funds reduced its Smurfit Westrock (SW) stake by 35% in Q1 2026, selling an estimated $510K and leaving 22,363 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #1453.

Empowered Funds first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Empowered Funds held 22,363 shares of Smurfit Westrock worth $891K as of Q1 2026.
  • Empowered Funds sold 11,821 Smurfit Westrock shares in Q1 2026, an estimated $510K.
  • Smurfit Westrock made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1453 holding.
  • Empowered Funds first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Empowered Funds's Smurfit Westrock position peaked at $1.32M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.