ECM
SW

Everence Capital Management’s Smurfit Westrock SW Stock Holding History

Everence Capital 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 		$485K Sell
12,168
-5,642
-32% -$243K 0.03% 385
2025
Q4 		$689K Hold
17,810
– – 0.04% 311
2025
Q3 		$758K Hold
17,810
– – 0.05% 293
2025
Q2 		$769K Buy
17,810
+2,630
+17% +$113K 0.05% 271
2025
Q1 		$684K Hold
15,180
– – 0.05% 294
2024
Q4 		$818K Buy
15,180
+7,320
+93% +$373K 0.05% 266
2024
Q3 		$388K Buy
+7,860
New +$357K 0.02% 501

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

Everence Capital Management's SW Position: Q1 2026 in Review

Everence Capital Management reduced its Smurfit Westrock (SW) stake by 32% in Q1 2026, selling an estimated $243K and leaving 12,168 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #385.

Everence Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $818K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Everence Capital Management held 12,168 shares of Smurfit Westrock worth $485K as of Q1 2026.
  • Everence Capital Management sold 5,642 Smurfit Westrock shares in Q1 2026, an estimated $243K.
  • Smurfit Westrock made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #385 holding.
  • Everence Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Everence Capital Management's Smurfit Westrock position peaked at $818K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.