LA
SW

LBP AM’s Smurfit Westrock SW Stock Holding History

LBP AM’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 		– Sell
-7,365
Closed -$293K – 453
2026
Q1 		$293K Sell
7,365
-20,689
-74% -$892K ﹤0.01% 381
2025
Q4 		$1.08M Sell
28,054
-147,205
-84% -$5.61M 0.01% 354
2025
Q3 		$7.46M Sell
175,259
-30,805
-15% -$1.39M 0.09% 180
2025
Q2 		$8.89M Sell
206,064
-469,509
-69% -$20.1M 0.13% 138
2025
Q1 		$30.4M Sell
675,573
-1,325,930
-66% -$67.2M 0.47% 44
2024
Q4 		$108M Sell
2,001,503
-909,312
-31% -$46.3M 1.46% 12
2024
Q3 		$144M Buy
+2,910,815
New +$132M 2.16% 9

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

LBP AM's SW Position: Q2 2026 in Review

LBP AM sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 7,365 shares — an estimated $293K sold.

LBP AM first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $144M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • LBP AM reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • LBP AM sold 7,365 Smurfit Westrock shares in Q2 2026, an estimated $293K.
  • LBP AM first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • LBP AM's Smurfit Westrock position peaked at $144M in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.