Franklin Resources
SW

Franklin Resources’s Smurfit Westrock SW Stock Holding History

Franklin Resources’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 		$622M Buy
13,455,443
+522,825
+4% +$21.6M 0.13% 150
2026
Q1 		$516M Buy
12,932,618
+6,095,304
+89% +$263M 0.13% 156
2025
Q4 		$264M Sell
6,837,314
-4,515,826
-40% -$172M 0.06% 262
2025
Q3 		$483M Buy
11,353,140
+5,511,887
+94% +$249M 0.12% 180
2025
Q2 		$252M Buy
5,841,253
+884,912
+18% +$37.9M 0.07% 265
2025
Q1 		$223M Buy
4,956,341
+1,368,344
+38% +$69.4M 0.06% 284
2024
Q4 		$193M Sell
3,587,997
-684,938
-16% -$34.9M 0.05% 309
2024
Q3 		$198M Buy
+4,272,935
New +$194M 0.06% 297

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources's SW Position: Q2 2026 in Review

Franklin Resources increased its Smurfit Westrock (SW) stake by 4% in Q2 2026, buying an estimated $21.6M and bringing the position to 13,455,443 shares worth $622M. The position accounts for 0.13% of the portfolio, ranked #150.

Franklin Resources first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Franklin Resources held 13,455,443 shares of Smurfit Westrock worth $622M as of Q2 2026.
  • Franklin Resources bought 522,825 Smurfit Westrock shares in Q2 2026, an estimated $21.6M.
  • Smurfit Westrock made up 0.13% of Franklin Resources's portfolio in Q2 2026, its #150 holding.
  • Franklin Resources first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.