Fuller & Thaler Asset Management
SW

Fuller & Thaler Asset Management’s Smurfit Westrock SW Stock Holding History

Fuller & Thaler Asset 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
Q2 		$10.5M Buy
227,829
+1,223
+0.5% +$50.5K 0.03% 317
2026
Q1 		$9.03M Buy
226,606
+13,771
+6% +$594K 0.03% 309
2025
Q4 		$8.23M Sell
212,835
-22,809
-10% -$870K 0.03% 307
2025
Q3 		$10M Buy
235,644
+934
+0.4% +$42.3K 0.03% 291
2025
Q2 		$10.1M Buy
234,710
+35,904
+18% +$1.54M 0.04% 292
2025
Q1 		$8.96M Buy
198,806
+7,900
+4% +$401K 0.03% 301
2024
Q4 		$10.3M Buy
190,906
+13,947
+8% +$710K 0.04% 303
2024
Q3 		$8.75M Buy
+176,959
New +$8.05M 0.03% 300

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

Fuller & Thaler Asset Management's SW Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Smurfit Westrock (SW) stake by 0.54% in Q2 2026, buying an estimated $50.5K and bringing the position to 227,829 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #317.

Fuller & Thaler Asset Management 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.

  • Fuller & Thaler Asset Management held 227,829 shares of Smurfit Westrock worth $10.5M as of Q2 2026.
  • Fuller & Thaler Asset Management bought 1,223 Smurfit Westrock shares in Q2 2026, an estimated $50.5K.
  • Smurfit Westrock made up 0.03% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #317 holding.
  • Fuller & Thaler Asset Management 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 Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.