HI
SW

Harbour Investments’s Smurfit Westrock SW Stock Holding History

Harbour Investments’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 		$15.3K Buy
385
+99
+35% +$4.27K ﹤0.01% 3035
2025
Q4 		$11.1K Buy
286
+218
+321% +$8.31K ﹤0.01% 2693
2025
Q3 		$2.9K Buy
68
+21
+45% +$950 ﹤0.01% 3168
2025
Q2 		$2.03K Sell
47
-7
-13% -$299 ﹤0.01% 3124
2025
Q1 		$2.43K Hold
54
– – ﹤0.01% 3033
2024
Q4 		$2.91K Hold
54
– – ﹤0.01% 2908
2024
Q3 		$2.67K Buy
+54
New +$2.46K ﹤0.01% 2831

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

Harbour Investments's SW Position: Q1 2026 in Review

Harbour Investments increased its Smurfit Westrock (SW) stake by 35% in Q1 2026, buying an estimated $4.27K and bringing the position to 385 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Harbour Investments first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Harbour Investments held 385 shares of Smurfit Westrock worth $15.3K as of Q1 2026.
  • Harbour Investments bought 99 Smurfit Westrock shares in Q1 2026, an estimated $4.27K.
  • Smurfit Westrock made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3035 holding.
  • Harbour Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.