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

Evelyn Partners Investment Management’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 		$24M Sell
603,376
-87,647
-13% -$3.78M 0.65% 38
2025
Q4 		$26.7M Sell
691,023
-53,542
-7% -$2.04M 0.74% 34
2025
Q3 		$31.7M Sell
744,565
-34,113
-4% -$1.54M 0.9% 27
2025
Q2 		$33.6M Sell
778,678
-49,921
-6% -$2.14M 1.03% 24
2025
Q1 		$37.3M Sell
828,599
-21,682
-3% -$1.1M 1.24% 21
2024
Q4 		$45.8M Buy
+850,281
New +$43.3M 1.49% 17

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 $3.38T AUM 44.17% 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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Smurfit Westrock (SW) stake by 13% in Q1 2026, selling an estimated $3.78M and leaving 603,376 shares worth $24M. The position accounts for 0.65% of the portfolio, ranked #38.

Evelyn Partners Investment Management first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.8M in Q4 2024. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Evelyn Partners Investment Management held 603,376 shares of Smurfit Westrock worth $24M as of Q1 2026.
  • Evelyn Partners Investment Management sold 87,647 Smurfit Westrock shares in Q1 2026, an estimated $3.78M.
  • Smurfit Westrock made up 0.65% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #38 holding.
  • Evelyn Partners Investment Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Smurfit Westrock position peaked at $45.8M in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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