Lazard Asset Management
SW

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
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
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

Lazard Asset Management's SW Position: Q1 2026 in Review

Lazard Asset Management sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 5,266 shares — an estimated $204K sold.

Lazard Asset Management first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $4.96M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Lazard Asset Management reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Lazard Asset Management sold 5,266 Smurfit Westrock shares in Q1 2026, an estimated $204K.
  • Lazard Asset Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Lazard Asset Management's Smurfit Westrock position peaked at $4.96M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.