Massachusetts Financial Services’s Smurfit Westrock SW Stock Holding History

Massachusetts Financial Services’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	$96.2M	Sell	2,049,143 -338,191	-14%	-$14M	0.03%	397
2026 Q1	$96.3M	Sell	2,387,334 -172,494	-7%	-$7.44M	0.03%	371
2025 Q4	$99M	Buy	2,559,828 +1,320,006	+106%	+$50.3M	0.03%	383
2025 Q3	$52.8M	Buy	1,239,822 +372,177	+43%	+$16.8M	0.02%	462
2025 Q2	$37.4M	Buy	867,645 +507,396	+141%	+$21.7M	0.01%	525
2025 Q1	$16.2M	Buy	+360,249	New	+$18.3M	0.01%	615

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

Massachusetts Financial Services's SW Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Smurfit Westrock (SW) stake by 14% in Q2 2026, selling an estimated $14M and leaving 2,049,143 shares worth $96.2M. The position accounts for 0.03% of the portfolio, ranked #397.

Massachusetts Financial Services first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $99M in Q4 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Massachusetts Financial Services held 2,049,143 shares of Smurfit Westrock worth $96.2M as of Q2 2026.
Massachusetts Financial Services sold 338,191 Smurfit Westrock shares in Q2 2026, an estimated $14M.
Smurfit Westrock made up 0.03% of Massachusetts Financial Services's portfolio in Q2 2026, its #397 holding.
Massachusetts Financial Services first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
Massachusetts Financial Services's Smurfit Westrock position peaked at $99M in Q4 2025.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.