Lazard Asset Management’s Smurfit Westrock SW Stock Holding History

Lazard Asset 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	$1.04M	Buy	+22,455	New	+$927K	﹤0.01%	1217
2026 Q1	–	Sell	-5,266	Closed	-$204K	–	2110
2025 Q4	$204K	Sell	5,266 -17,136	-76%	-$653K	﹤0.01%	1651
2025 Q3	$1.03M	Buy	22,402 +17,038	+318%	+$771K	﹤0.01%	1126
2025 Q2	$230K	Sell	5,364 -36,333	-87%	-$1.55M	﹤0.01%	1670
2025 Q1	$1.88M	Sell	41,697 -37,690	-47%	-$1.91M	﹤0.01%	991
2024 Q4	$4.28M	Sell	79,387 -21,086	-21%	-$1.07M	0.01%	676
2024 Q3	$4.96M	Buy	+100,473	New	+$4.57M	0.01%	634

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

Lazard Asset Management's SW Position: Q2 2026 in Review

Lazard Asset Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 22,455 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in SW as recently as Q4 2025.

Lazard Asset Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Lazard Asset Management held 22,455 shares of Smurfit Westrock worth $1.04M as of Q2 2026.
Smurfit Westrock was a new Lazard Asset Management position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1217 holding.
Lazard Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
Lazard Asset Management's Smurfit Westrock position peaked at $4.96M in Q3 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.