Mainstay Capital Management’s Smurfit Westrock SW Stock Holding History

Mainstay 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	$1.39M	Sell	34,759 -1,363	-4%	-$58.8K	0.11%	60
2025 Q4	$1.4M	Sell	36,122 -2,753	-7%	-$105K	0.11%	58
2025 Q3	$1.65M	Sell	38,875 -36,562	-48%	-$1.65M	0.17%	49
2025 Q2	$3.26M	Buy	75,437 +38,300	+103%	+$1.64M	0.16%	52
2025 Q1	$1.67M	Buy	37,137 +344	+0.9%	+$17.4K	0.23%	41
2024 Q4	$1.98M	Buy	36,793 +410	+1%	+$20.9K	0.3%	29
2024 Q3	$1.8M	Buy	+36,383	New	+$1.65M	0.3%	34

Other funds holding SW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mainstay Capital Management reduced its Smurfit Westrock (SW) stake by 3.8% in Q1 2026, selling an estimated $58.8K and leaving 34,759 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #60.

Mainstay Capital Management first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q2 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

Mainstay Capital Management held 34,759 shares of Smurfit Westrock worth $1.39M as of Q1 2026.
Mainstay Capital Management sold 1,363 Smurfit Westrock shares in Q1 2026, an estimated $58.8K.
Smurfit Westrock made up 0.11% of Mainstay Capital Management's portfolio in Q1 2026, its #60 holding.
Mainstay Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
Mainstay Capital Management's Smurfit Westrock position peaked at $3.26M in Q2 2025.
611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.