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 $5.7T AUM 30.48% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return