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
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 $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

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

Evergreen Capital Management reduced its Smurfit Westrock (SW) stake by 33% in Q1 2026, selling an estimated $178K and leaving 8,344 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1048.

Evergreen Capital Management first reported a position in SW in Q4 2025 and has held it in 2 quarters since. The position peaked at $482K in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Evergreen Capital Management held 8,344 shares of Smurfit Westrock worth $333K as of Q1 2026.
  • Evergreen Capital Management sold 4,127 Smurfit Westrock shares in Q1 2026, an estimated $178K.
  • Smurfit Westrock made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1048 holding.
  • Evergreen Capital Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Smurfit Westrock position peaked at $482K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.