LCGC
SW

Legacy Capital Group California’s Smurfit Westrock SW Stock Holding History

Legacy Capital Group California’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
2025
Q4 		– Sell
-4,946
Closed -$211K – 367
2025
Q3 		$211K Buy
4,946
+82
+2% +$3.71K 0.05% 322
2025
Q2 		$210K Sell
4,864
-1,625
-25% -$69.5K 0.06% 321
2025
Q1 		$292K Buy
6,489
+1,726
+36% +$87.5K 0.1% 231
2024
Q4 		$257K Sell
4,763
-1
-0% -$51 0.08% 269
2024
Q3 		$235K Buy
+4,764
New +$217K 0.08% 283

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Capital Group California's SW Position: Q4 2025 in Review

Legacy Capital Group California sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 4,946 shares — an estimated $211K sold.

Legacy Capital Group California first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $292K in Q1 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Legacy Capital Group California reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 4,946 Smurfit Westrock shares in Q4 2025, an estimated $211K.
  • Legacy Capital Group California first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Legacy Capital Group California's Smurfit Westrock position peaked at $292K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.