GC
SW

Guggenheim Capital’s Smurfit Westrock SW Stock Holding History

Guggenheim Capital’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 		$2.63M Buy
65,908
+37,672
+133% +$1.62M 0.02% 620
2025
Q4 		$1.09M Sell
28,236
-9,027
-24% -$344K 0.01% 910
2025
Q3 		$1.59M Buy
37,263
+19,498
+110% +$883K 0.01% 759
2025
Q2 		$767K Sell
17,765
-2,049
-10% -$87.7K 0.01% 995
2025
Q1 		$893K Buy
19,814
+855
+5% +$43.4K 0.01% 927
2024
Q4 		$1.02M Sell
18,959
-36,465
-66% -$1.86M 0.01% 910
2024
Q3 		$2.74M Buy
+55,424
New +$2.52M 0.02% 717

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

Guggenheim Capital's SW Position: Q1 2026 in Review

Guggenheim Capital increased its Smurfit Westrock (SW) stake by 133% in Q1 2026, buying an estimated $1.62M and bringing the position to 65,908 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #620.

Guggenheim Capital first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Guggenheim Capital held 65,908 shares of Smurfit Westrock worth $2.63M as of Q1 2026.
  • Guggenheim Capital bought 37,672 Smurfit Westrock shares in Q1 2026, an estimated $1.62M.
  • Smurfit Westrock made up 0.02% of Guggenheim Capital's portfolio in Q1 2026, its #620 holding.
  • Guggenheim Capital first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Guggenheim Capital's Smurfit Westrock position peaked at $2.74M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.