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
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 $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management's SW Position: Q1 2026 in Review

Fuller & Thaler Asset Management increased its Smurfit Westrock (SW) stake by 6.5% in Q1 2026, buying an estimated $594K and bringing the position to 226,606 shares worth $9.03M. The position accounts for 0.03% of the portfolio, ranked #309.

Fuller & Thaler Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.3M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Fuller & Thaler Asset Management held 226,606 shares of Smurfit Westrock worth $9.03M as of Q1 2026.
  • Fuller & Thaler Asset Management bought 13,771 Smurfit Westrock shares in Q1 2026, an estimated $594K.
  • Smurfit Westrock made up 0.03% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #309 holding.
  • Fuller & Thaler Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Fuller & Thaler Asset Management's Smurfit Westrock position peaked at $10.3M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.