EGM
SW

Engineers Gate Manager’s Smurfit Westrock SW Stock Holding History

Engineers Gate Manager’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 		$1.02M Sell
25,483
-140,603
-85% -$6.06M 0.01% 1041
2025
Q4 		$6.42M Buy
+166,086
New +$6.33M 0.08% 276
2025
Q3 		– Sell
-57,771
Closed -$2.49M – 2608
2025
Q2 		$2.49M Buy
57,771
+3,029
+6% +$130K 0.03% 641
2025
Q1 		$2.47M Buy
+54,742
New +$2.78M 0.04% 616

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

Engineers Gate Manager's SW Position: Q1 2026 in Review

Engineers Gate Manager reduced its Smurfit Westrock (SW) stake by 85% in Q1 2026, selling an estimated $6.06M and leaving 25,483 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1041.

Engineers Gate Manager first reported a position in SW in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.42M in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Engineers Gate Manager held 25,483 shares of Smurfit Westrock worth $1.02M as of Q1 2026.
  • Engineers Gate Manager sold 140,603 Smurfit Westrock shares in Q1 2026, an estimated $6.06M.
  • Smurfit Westrock made up 0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #1041 holding.
  • Engineers Gate Manager first reported a position in Smurfit Westrock in Q1 2025 and has held it in 4 quarters since.
  • Engineers Gate Manager's Smurfit Westrock position peaked at $6.42M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.