HI
SW

Horizon Investments’s Smurfit Westrock SW Stock Holding History

Horizon 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 		$9.52M Buy
238,921
+31,492
+15% +$1.36M 0.11% 163
2025
Q4 		$8.02M Buy
207,429
+189,276
+1,043% +$7.22M 0.1% 166
2025
Q3 		$773K Buy
18,153
+169
+0.9% +$7.65K 0.01% 695
2025
Q2 		$776K Buy
17,984
+10,851
+152% +$464K 0.01% 632
2025
Q1 		$321K Buy
7,133
+382
+6% +$19.4K 0.01% 453
2024
Q4 		$364K Buy
6,751
+57
+0.9% +$2.9K 0.01% 420
2024
Q3 		$331K Buy
+6,694
New +$304K 0.01% 435

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

Horizon Investments's SW Position: Q1 2026 in Review

Horizon Investments increased its Smurfit Westrock (SW) stake by 15% in Q1 2026, buying an estimated $1.36M and bringing the position to 238,921 shares worth $9.52M. The position accounts for 0.11% of the portfolio, ranked #163.

Horizon 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.

  • Horizon Investments held 238,921 shares of Smurfit Westrock worth $9.52M as of Q1 2026.
  • Horizon Investments bought 31,492 Smurfit Westrock shares in Q1 2026, an estimated $1.36M.
  • Smurfit Westrock made up 0.11% of Horizon Investments's portfolio in Q1 2026, its #163 holding.
  • Horizon 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 Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.