J. Goldman & Co’s Smurfit Westrock SW Stock Holding History

J. Goldman & Co’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	$1.51M	Buy	32,645 +15,145	+87%	+$625K	0.04%	395
2026 Q1	$697K	Buy	+17,500	New	+$755K	0.02%	471
2025 Q4	–	Sell	-501,661	Closed	-$21.4M	–	769
2025 Q3	$21.4M	Buy	501,661 +132,775	+36%	+$6.01M	0.54%	45
2025 Q2	$15.9M	Sell	368,886 -93,514	-20%	-$4M	0.38%	82
2025 Q1	$20.8M	Buy	+462,400	New	+$23.4M	0.51%	52
2024 Q4	–	Sell	-741,619	Closed	-$36.7M	–	664
2024 Q3	$36.7M	Buy	+741,619	New	+$33.7M	1.03%	19

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

J. Goldman & Co's SW Position: Q2 2026 in Review

J. Goldman & Co increased its Smurfit Westrock (SW) stake by 87% in Q2 2026, buying an estimated $625K and bringing the position to 32,645 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #395.

J. Goldman & Co first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $36.7M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

J. Goldman & Co held 32,645 shares of Smurfit Westrock worth $1.51M as of Q2 2026.
J. Goldman & Co bought 15,145 Smurfit Westrock shares in Q2 2026, an estimated $625K.
Smurfit Westrock made up 0.04% of J. Goldman & Co's portfolio in Q2 2026, its #395 holding.
J. Goldman & Co first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
J. Goldman & Co's Smurfit Westrock position peaked at $36.7M in Q3 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.