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
Q2 		$36.2K Buy
783
+398
+103% +$16.4K ﹤0.01% 2577
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 $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

Harbour Investments's SW Position: Q2 2026 in Review

Harbour Investments increased its Smurfit Westrock (SW) stake by 103% in Q2 2026, buying an estimated $16.4K and bringing the position to 783 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Harbour Investments 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.

  • Harbour Investments held 783 shares of Smurfit Westrock worth $36.2K as of Q2 2026.
  • Harbour Investments bought 398 Smurfit Westrock shares in Q2 2026, an estimated $16.4K.
  • Smurfit Westrock made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2577 holding.
  • Harbour Investments 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.