FFM
SW

Forum Financial Management’s Smurfit Westrock SW Stock Holding History

Forum Financial 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 		– Sell
-14,265
Closed -$552K – 1021
2025
Q4 		$552K Buy
14,265
+249
+2% +$9.49K 0.01% 430
2025
Q3 		$597K Sell
14,016
-1,630
-10% -$73.8K 0.01% 384
2025
Q2 		$675K Buy
15,646
+5,806
+59% +$248K 0.01% 310
2025
Q1 		$443K Buy
9,840
+61
+0.6% +$3.09K 0.01% 419
2024
Q4 		$527K Buy
9,779
+3,738
+62% +$190K 0.01% 364
2024
Q3 		$299K Buy
+6,041
New +$275K 0.01% 520

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forum Financial Management's SW Position: Q1 2026 in Review

Forum Financial Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 14,265 shares — an estimated $552K sold.

Forum Financial Management first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $675K in Q2 2025. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Forum Financial Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 14,265 Smurfit Westrock shares in Q1 2026, an estimated $552K.
  • Forum Financial Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Smurfit Westrock position peaked at $675K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.