Marshall Wace
SW

Marshall Wace’s Smurfit Westrock SW Stock Holding History

Marshall Wace’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 		$7.93M Sell
199,086
-3,073,651
-94% -$133M 0.01% 1081
2025
Q4 		$127M Sell
3,272,737
-1,610,210
-33% -$61.4M 0.12% 137
2025
Q3 		$208M Buy
4,882,947
+1,795,133
+58% +$81.3M 0.21% 71
2025
Q2 		$133M Buy
3,087,814
+1,152,904
+60% +$49.3M 0.15% 123
2025
Q1 		$87.2M Buy
1,934,910
+862,747
+80% +$43.7M 0.11% 164
2024
Q4 		$57.7M Sell
1,072,163
-3,089,175
-74% -$157M 0.07% 258
2024
Q3 		$206M Buy
+4,161,338
New +$189M 0.25% 64

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

Marshall Wace's SW Position: Q1 2026 in Review

Marshall Wace reduced its Smurfit Westrock (SW) stake by 94% in Q1 2026, selling an estimated $133M and leaving 199,086 shares worth $7.93M. The position accounts for 0.01% of the portfolio, ranked #1081.

Marshall Wace first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $208M in Q3 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Marshall Wace held 199,086 shares of Smurfit Westrock worth $7.93M as of Q1 2026.
  • Marshall Wace sold 3,073,651 Smurfit Westrock shares in Q1 2026, an estimated $133M.
  • Smurfit Westrock made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1081 holding.
  • Marshall Wace first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Marshall Wace's Smurfit Westrock position peaked at $208M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.