Loomis, Sayles & Company
SW

Loomis, Sayles & Company’s Smurfit Westrock SW Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-233
Closed -$10K – 817
2025
Q1 		$10K Buy
233
+33
+17% +$1.67K ﹤0.01% 716
2024
Q4 		$11K Buy
+200
New +$10.2K ﹤0.01% 709

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company's SW Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 233 shares — an estimated $10K sold.

Loomis, Sayles & Company first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $11K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Loomis, Sayles & Company reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 233 Smurfit Westrock shares in Q2 2025, an estimated $10K.
  • Loomis, Sayles & Company first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
  • Loomis, Sayles & Company's Smurfit Westrock position peaked at $11K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.