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 Q2	$1.66M	Buy	35,806 +1,047	+3%	+$43.2K	0.12%	56
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mainstay Capital Management's SW Position: Q2 2026 in Review

Mainstay Capital Management increased its Smurfit Westrock (SW) stake by 3% in Q2 2026, buying an estimated $43.2K and bringing the position to 35,806 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #56.

Mainstay Capital Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.26M in Q2 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Mainstay Capital Management held 35,806 shares of Smurfit Westrock worth $1.66M as of Q2 2026.
Mainstay Capital Management bought 1,047 Smurfit Westrock shares in Q2 2026, an estimated $43.2K.
Smurfit Westrock made up 0.12% of Mainstay Capital Management's portfolio in Q2 2026, its #56 holding.
Mainstay Capital Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Mainstay Capital Management's Smurfit Westrock position peaked at $3.26M in Q2 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.