EPIMS
SW

Evelyn Partners Investment Management Services’s Smurfit Westrock SW Stock Holding History

Evelyn Partners Investment Management Services’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 		$3.18M Sell
79,727
-19,927
-20% -$859K 0.37% 53
2025
Q4 		$3.85M Sell
99,654
-13,863
-12% -$529K 0.48% 51
2025
Q3 		$4.83M Buy
113,517
+7,118
+7% +$322K 0.65% 44
2025
Q2 		$4.59M Buy
106,399
+9,075
+9% +$388K 0.69% 42
2025
Q1 		$4.39M Sell
97,324
-1,011
-1% -$51.3K 0.72% 41
2024
Q4 		$5.3M Buy
+98,335
New +$5.01M 0.92% 37

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

Evelyn Partners Investment Management Services's SW Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Smurfit Westrock (SW) stake by 20% in Q1 2026, selling an estimated $859K and leaving 79,727 shares worth $3.18M. The position accounts for 0.37% of the portfolio, ranked #53.

Evelyn Partners Investment Management Services first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.3M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Evelyn Partners Investment Management Services held 79,727 shares of Smurfit Westrock worth $3.18M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 19,927 Smurfit Westrock shares in Q1 2026, an estimated $859K.
  • Smurfit Westrock made up 0.37% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #53 holding.
  • Evelyn Partners Investment Management Services first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Smurfit Westrock position peaked at $5.3M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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