MSG
SW

Main Street Group’s Smurfit Westrock SW Stock Holding History

Main Street Group’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
-120
Closed -$5.12K – 651
2025
Q3 		$5.12K Hold
120
– – ﹤0.01% 614
2025
Q2 		$5.19K Sell
120
-1
-0.8% -$43 ﹤0.01% 575
2025
Q1 		$5.42K Hold
121
– – ﹤0.01% 583
2024
Q4 		$6.48K Buy
121
+1
+0.8% +$51 ﹤0.01% 552
2024
Q3 		$5.94K Buy
+120
New +$5.46K ﹤0.01% 572

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 $3.38T AUM 44.17% 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

Main Street Group's SW Position: Q4 2025 in Review

Main Street Group sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 120 shares — an estimated $5.12K sold.

Main Street Group first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $6.48K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Main Street Group reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Main Street Group sold 120 Smurfit Westrock shares in Q4 2025, an estimated $5.12K.
  • Main Street Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Main Street Group's Smurfit Westrock position peaked at $6.48K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Main Street Group's 13F filing for Q4 2025, filed 26 Jan 2026.