ECM
SW

Evergreen Capital Management’s Smurfit Westrock SW Stock Holding History

Evergreen 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 		$604K Buy
13,054
+4,710
+56% +$195K 0.01% 797
2026
Q1 		$333K Sell
8,344
-4,127
-33% -$178K 0.01% 1048
2025
Q4 		$482K Buy
+12,471
New +$475K 0.01% 764

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

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

Evergreen Capital Management increased its Smurfit Westrock (SW) stake by 56% in Q2 2026, buying an estimated $195K and bringing the position to 13,054 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #797.

Evergreen Capital Management first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Evergreen Capital Management held 13,054 shares of Smurfit Westrock worth $604K as of Q2 2026.
  • Evergreen Capital Management bought 4,710 Smurfit Westrock shares in Q2 2026, an estimated $195K.
  • Smurfit Westrock made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #797 holding.
  • Evergreen Capital Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.