MAM
SW

Marquette Asset Management’s Smurfit Westrock SW Stock Holding History

Marquette Asset 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
2025
Q4 		– Sell
-44
Closed -$1.87K – 899
2025
Q3 		$1.87K Buy
+44
New +$1.99K ﹤0.01% 558

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

Marquette Asset Management's SW Position: Q4 2025 in Review

Marquette Asset Management sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 44 shares — an estimated $1.87K sold.

Marquette Asset Management first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $1.87K in Q3 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Marquette Asset Management reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Marquette Asset Management sold 44 Smurfit Westrock shares in Q4 2025, an estimated $1.87K.
  • Marquette Asset Management first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
  • Marquette Asset Management's Smurfit Westrock position peaked at $1.87K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Marquette Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.