Geode Capital Management
SW

Geode Capital Management’s Smurfit Westrock SW Stock Holding History

Geode Capital 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 		$670M Buy
14,544,325
+278,822
+2% +$11.5M 0.04% 387
2026
Q1 		$566M Buy
14,265,503
+469,516
+3% +$20.2M 0.04% 410
2025
Q4 		$531M Buy
13,795,987
+155,778
+1% +$5.94M 0.03% 420
2025
Q3 		$578M Buy
13,640,209
+850,148
+7% +$38.5M 0.04% 394
2025
Q2 		$550M Sell
12,790,061
-2,154,401
-14% -$92.2M 0.04% 393
2025
Q1 		$672M Buy
14,944,462
+616,410
+4% +$31.3M 0.05% 319
2024
Q4 		$770M Buy
14,328,052
+1,594,939
+13% +$81.2M 0.06% 286
2024
Q3 		$627M Buy
+12,733,113
New +$579M 0.05% 326

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management's SW Position: Q2 2026 in Review

Geode Capital Management increased its Smurfit Westrock (SW) stake by 2% in Q2 2026, buying an estimated $11.5M and bringing the position to 14,544,325 shares worth $670M. The position accounts for 0.04% of the portfolio, ranked #387.

Geode Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $770M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Geode Capital Management held 14,544,325 shares of Smurfit Westrock worth $670M as of Q2 2026.
  • Geode Capital Management bought 278,822 Smurfit Westrock shares in Q2 2026, an estimated $11.5M.
  • Smurfit Westrock made up 0.04% of Geode Capital Management's portfolio in Q2 2026, its #387 holding.
  • Geode Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Geode Capital Management's Smurfit Westrock position peaked at $770M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.