KL
SW

KWMG LLC’s Smurfit Westrock SW Stock Holding History

KWMG LLC’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 		$7.14M Buy
154,330
+5,444
+4% +$225K 0.52% 63
2026
Q1 		$5.93M Buy
148,886
+5,413
+4% +$233K 0.5% 71
2025
Q4 		$5.55M Buy
143,473
+5,735
+4% +$219K 0.48% 75
2025
Q3 		$5.86M Buy
137,738
+4,264
+3% +$193K 0.51% 69
2025
Q2 		$5.76M Buy
133,474
+3,200
+2% +$137K 0.54% 67
2025
Q1 		$5.87M Buy
130,274
+864
+0.7% +$43.8K 0.6% 61
2024
Q4 		$6.97M Sell
129,410
-1,966
-1% -$100K 0.72% 43
2024
Q3 		$6.49M Buy
+131,376
New +$5.97M 0.65% 53

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

KWMG LLC's SW Position: Q2 2026 in Review

KWMG LLC increased its Smurfit Westrock (SW) stake by 3.7% in Q2 2026, buying an estimated $225K and bringing the position to 154,330 shares worth $7.14M. The position accounts for 0.52% of the portfolio, ranked #63.

KWMG LLC first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • KWMG LLC held 154,330 shares of Smurfit Westrock worth $7.14M as of Q2 2026.
  • KWMG LLC bought 5,444 Smurfit Westrock shares in Q2 2026, an estimated $225K.
  • Smurfit Westrock made up 0.52% of KWMG LLC's portfolio in Q2 2026, its #63 holding.
  • KWMG LLC first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.