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
Q2 		$800K Buy
17,301
+5,133
+42% +$212K 0.04% 300
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 $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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Everence Capital Management's SW Position: Q2 2026 in Review

Everence Capital Management increased its Smurfit Westrock (SW) stake by 42% in Q2 2026, buying an estimated $212K and bringing the position to 17,301 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #300.

Everence Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $818K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Everence Capital Management held 17,301 shares of Smurfit Westrock worth $800K as of Q2 2026.
  • Everence Capital Management bought 5,133 Smurfit Westrock shares in Q2 2026, an estimated $212K.
  • Smurfit Westrock made up 0.04% of Everence Capital Management's portfolio in Q2 2026, its #300 holding.
  • Everence Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Everence Capital Management's Smurfit Westrock position peaked at $818K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.