Havemeyer Place’s Smurfit Westrock SW Stock Holding History

Havemeyer Place’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	–	Sell	-73,110	Closed	-$2.91M	–	711
2026 Q1	$2.91M	Buy	+73,110	New	+$3.15M	0.34%	85

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Havemeyer Place's SW Position: Q2 2026 in Review

Havemeyer Place sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 73,110 shares — an estimated $2.91M sold.

Havemeyer Place first reported a position in SW in Q1 2026 and held it in 1 quarter. The position peaked at $2.91M in Q1 2026. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Havemeyer Place reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 73,110 Smurfit Westrock shares in Q2 2026, an estimated $2.91M.
Havemeyer Place first reported a position in Smurfit Westrock in Q1 2026 and held it in 1 quarter.
Havemeyer Place's Smurfit Westrock position peaked at $2.91M in Q1 2026.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.