HA
SW

Harbor Advisors’s Smurfit Westrock SW Stock Holding History

Harbor Advisors’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 		$246K Hold
5,315
– – 0.03% 174
2026
Q1 		$212K Hold
5,315
– – 0.03% 181
2025
Q4 		$206K Hold
5,315
– – 0.03% 180
2025
Q3 		$226K Hold
5,315
– – 0.03% 165
2025
Q2 		$229K Hold
5,315
– – 0.04% 167
2025
Q1 		$239K Hold
5,315
– – 0.04% 170
2024
Q4 		$286K Hold
5,315
– – 0.05% 157
2024
Q3 		$263K Buy
+5,315
New +$242K 0.04% 152

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

Harbor Advisors's SW Position: Q2 2026 in Review

Harbor Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 5,315 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #174.

Harbor Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $286K in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Harbor Advisors held 5,315 shares of Smurfit Westrock worth $246K as of Q2 2026.
  • Harbor Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.03% of Harbor Advisors's portfolio in Q2 2026, its #174 holding.
  • Harbor Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Harbor Advisors's Smurfit Westrock position peaked at $286K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Harbor Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.