First Trust Advisors
SW

First Trust Advisors’s Smurfit Westrock SW Stock Holding History

First Trust Advisors’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 		$83.3M Buy
1,801,677
+50,592
+3% +$2.09M 0.05% 431
2026
Q1 		$69.8M Buy
1,751,085
+406,868
+30% +$17.5M 0.05% 458
2025
Q4 		$52M Buy
1,344,217
+612,610
+84% +$23.4M 0.04% 547
2025
Q3 		$31.1M Buy
731,607
+3,897
+0.5% +$176K 0.02% 758
2025
Q2 		$31.4M Buy
727,710
+713,602
+5,058% +$30.5M 0.03% 754
2025
Q1 		$634K Sell
14,108
-12,987
-48% -$659K ﹤0.01% 2173
2024
Q4 		$1.46M Buy
27,095
+1,976
+8% +$101K ﹤0.01% 1925
2024
Q3 		$1.26M Buy
+25,119
New +$1.14M ﹤0.01% 1951

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

First Trust Advisors's SW Position: Q2 2026 in Review

First Trust Advisors increased its Smurfit Westrock (SW) stake by 2.9% in Q2 2026, buying an estimated $2.09M and bringing the position to 1,801,677 shares worth $83.3M. The position accounts for 0.05% of the portfolio, ranked #431.

First Trust Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • First Trust Advisors held 1,801,677 shares of Smurfit Westrock worth $83.3M as of Q2 2026.
  • First Trust Advisors bought 50,592 Smurfit Westrock shares in Q2 2026, an estimated $2.09M.
  • Smurfit Westrock made up 0.05% of First Trust Advisors's portfolio in Q2 2026, its #431 holding.
  • First Trust Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.