Franklin Resources

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 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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return