LBC
SW

Lowe Brockenbrough & Co’s Smurfit Westrock SW Stock Holding History

Lowe Brockenbrough & Co’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
-29,683
Closed -$1.26M – 346
2025
Q3 		$1.26M Sell
29,683
-1,244
-4% -$56.3K 0.07% 160
2025
Q2 		$1.33M Sell
30,927
-2,058
-6% -$88K 0.08% 156
2025
Q1 		$1.49M Hold
32,985
– – 0.1% 138
2024
Q4 		$1.78M Sell
32,985
-1,464
-4% -$74.6K 0.11% 126
2024
Q3 		$1.7M Buy
+34,449
New +$1.57M 0.11% 134

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 $3.37T AUM 44.26% 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

Lowe Brockenbrough & Co's SW Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 29,683 shares — an estimated $1.26M sold.

Lowe Brockenbrough & Co first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $1.78M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 29,683 Smurfit Westrock shares in Q4 2025, an estimated $1.26M.
  • Lowe Brockenbrough & Co first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Lowe Brockenbrough & Co's Smurfit Westrock position peaked at $1.78M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.