Jacobs Levy Equity Management
SW

Jacobs Levy Equity Management’s Smurfit Westrock SW Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-20,840
Closed -$806K – 1079
2025
Q4 		$806K Sell
20,840
-122
-0.6% -$4.65K ﹤0.01% 721
2025
Q3 		$892K Sell
20,962
-685
-3% -$31K ﹤0.01% 739
2025
Q2 		$934K Buy
21,647
+1,376
+7% +$58.9K ﹤0.01% 767
2025
Q1 		$913K Buy
+20,271
New +$1.03M ﹤0.01% 822

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

Jacobs Levy Equity Management's SW Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 20,840 shares — an estimated $806K sold.

Jacobs Levy Equity Management first reported a position in SW in Q1 2025 and held it in 4 quarters. The position peaked at $934K in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,840 Smurfit Westrock shares in Q1 2026, an estimated $806K.
  • Jacobs Levy Equity Management first reported a position in Smurfit Westrock in Q1 2025 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Smurfit Westrock position peaked at $934K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.