HCM
SW

Howard Capital Management’s Smurfit Westrock SW Stock Holding History

Howard Capital Management’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 		$1.85M Buy
+39,957
New +$1.65M 0.02% 207
2026
Q1 		– Sell
-23,883
Closed -$924K – 432
2025
Q4 		$924K Buy
+23,883
New +$911K 0.01% 261

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

Howard Capital Management's SW Position: Q2 2026 in Review

Howard Capital Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 39,957 shares worth $1.85M. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in SW as recently as Q4 2025.

Howard Capital Management first reported a position in SW in Q4 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Howard Capital Management held 39,957 shares of Smurfit Westrock worth $1.85M as of Q2 2026.
  • Smurfit Westrock was a new Howard Capital Management position in Q2 2026.
  • Smurfit Westrock made up 0.02% of Howard Capital Management's portfolio in Q2 2026, its #207 holding.
  • Howard Capital Management first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.