MCM
SW

MAI Capital Management’s Smurfit Westrock SW Stock Holding History

MAI Capital Management’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
2026
Q1 		$68.7K Buy
1,725
+192
+13% +$8.28K ﹤0.01% 2043
2025
Q4 		$59.3K Sell
1,533
-309
-17% -$11.8K ﹤0.01% 1914
2025
Q3 		$78.4K Buy
1,842
+249
+16% +$11.3K ﹤0.01% 1689
2025
Q2 		$68.7K Sell
1,593
-114
-7% -$4.88K ﹤0.01% 1673
2025
Q1 		$76.9K Sell
1,707
-45
-3% -$2.28K ﹤0.01% 1532
2024
Q4 		$94.4K Buy
+1,752
New +$89.2K ﹤0.01% 1469

Other funds holding SW

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MAI Capital Management's SW Position: Q1 2026 in Review

MAI Capital Management increased its Smurfit Westrock (SW) stake by 13% in Q1 2026, buying an estimated $8.28K and bringing the position to 1,725 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

MAI Capital Management first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $94.4K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • MAI Capital Management held 1,725 shares of Smurfit Westrock worth $68.7K as of Q1 2026.
  • MAI Capital Management bought 192 Smurfit Westrock shares in Q1 2026, an estimated $8.28K.
  • Smurfit Westrock made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2043 holding.
  • MAI Capital Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Smurfit Westrock position peaked at $94.4K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.