EPIME
SW

Evelyn Partners Investment Management (Europe)’s Smurfit Westrock SW Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$3.04M Sell
76,163
-2,805
-4% -$121K 1.04% 28
2025
Q4 		$3.05M Sell
78,968
-7,239
-8% -$276K 0.99% 28
2025
Q3 		$3.67M Sell
86,207
-3,532
-4% -$160K 1.27% 19
2025
Q2 		$3.87M Sell
89,739
-4,573
-5% -$196K 1.39% 21
2025
Q1 		$4.25M Sell
94,312
-8,174
-8% -$414K 1.59% 19
2024
Q4 		$5.52M Buy
+102,486
New +$5.22M 2.01% 16

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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management (Europe)'s SW Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Smurfit Westrock (SW) stake by 3.6% in Q1 2026, selling an estimated $121K and leaving 76,163 shares worth $3.04M. The position accounts for 1.04% of the portfolio, ranked #28.

Evelyn Partners Investment Management (Europe) first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.52M in Q4 2024. 613 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 76,163 shares of Smurfit Westrock worth $3.04M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 2,805 Smurfit Westrock shares in Q1 2026, an estimated $121K.
  • Smurfit Westrock made up 1.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #28 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Smurfit Westrock position peaked at $5.52M in Q4 2024.
  • 613 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.