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
Q2 		$3.77M Buy
81,561
+15,653
+24% +$646K 0.02% 530
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 $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 $3.38T AUM 44.17% 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

Guggenheim Capital's SW Position: Q2 2026 in Review

Guggenheim Capital increased its Smurfit Westrock (SW) stake by 24% in Q2 2026, buying an estimated $646K and bringing the position to 81,561 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #530.

Guggenheim Capital 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.

  • Guggenheim Capital held 81,561 shares of Smurfit Westrock worth $3.77M as of Q2 2026.
  • Guggenheim Capital bought 15,653 Smurfit Westrock shares in Q2 2026, an estimated $646K.
  • Smurfit Westrock made up 0.02% of Guggenheim Capital's portfolio in Q2 2026, its #530 holding.
  • Guggenheim Capital 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 Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.