Invesco
SW

Invesco’s Smurfit Westrock SW Stock Holding History

Invesco’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 		$529M Buy
11,433,276
+787,371
+7% +$32.5M 0.04% 350
2026
Q1 		$424M Buy
10,645,905
+1,103,368
+12% +$47.6M 0.04% 384
2025
Q4 		$369M Sell
9,542,537
-540,508
-5% -$20.6M 0.03% 413
2025
Q3 		$429M Buy
10,083,045
+246,041
+3% +$11.1M 0.07% 349
2025
Q2 		$424M Sell
9,837,004
-407,068
-4% -$17.4M 0.07% 342
2025
Q1 		$462M Buy
10,244,072
+395,015
+4% +$20M 0.09% 291
2024
Q4 		$530M Buy
9,849,057
+323,225
+3% +$16.5M 0.1% 245
2024
Q3 		$471M Buy
+9,525,832
New +$433M 0.09% 275

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

Invesco's SW Position: Q2 2026 in Review

Invesco increased its Smurfit Westrock (SW) stake by 7.4% in Q2 2026, buying an estimated $32.5M and bringing the position to 11,433,276 shares worth $529M. The position accounts for 0.04% of the portfolio, ranked #350.

Invesco first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $530M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Invesco held 11,433,276 shares of Smurfit Westrock worth $529M as of Q2 2026.
  • Invesco bought 787,371 Smurfit Westrock shares in Q2 2026, an estimated $32.5M.
  • Smurfit Westrock made up 0.04% of Invesco's portfolio in Q2 2026, its #350 holding.
  • Invesco first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Invesco's Smurfit Westrock position peaked at $530M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.