LC
SW

Lindbrook Capital’s Smurfit Westrock SW Stock Holding History

Lindbrook Capital’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
Q1 		$15.2K Buy
337
+86
+34% +$4.36K ﹤0.01% 1472
2024
Q4 		$13.5K Sell
251
-70
-22% -$3.57K ﹤0.01% 1489
2024
Q3 		$15.9K Buy
+321
New +$14.6K ﹤0.01% 1420

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's SW Position: Q1 2025 in Review

Lindbrook Capital increased its Smurfit Westrock (SW) stake by 34% in Q1 2025, buying an estimated $4.36K and bringing the position to 337 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Lindbrook Capital first reported a position in SW in Q3 2024 and has held it in 3 quarters since. The position peaked at $15.9K in Q3 2024. 596 funds tracked by Wall St. Rank hold SW as of Q1 2025.

  • Lindbrook Capital held 337 shares of Smurfit Westrock worth $15.2K as of Q1 2025.
  • Lindbrook Capital bought 86 Smurfit Westrock shares in Q1 2025, an estimated $4.36K.
  • Smurfit Westrock made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1472 holding.
  • Lindbrook Capital first reported a position in Smurfit Westrock in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Smurfit Westrock position peaked at $15.9K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.