MG
SW

Mather Group’s Smurfit Westrock SW Stock Holding History

Mather Group’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 		$84.3K Buy
1,822
+1,386
+318% +$57.2K ﹤0.01% 986
2026
Q1 		$17.4K Buy
+436
New +$18.8K ﹤0.01% 1309
2025
Q4 		– Sell
-1,288
Closed -$54.8K – 1690
2025
Q3 		$54.8K Buy
+1,288
New +$58.3K ﹤0.01% 889
2025
Q2 		– Sell
-1,587
Closed -$71.5K – 1771
2025
Q1 		$71.5K Buy
1,587
+511
+47% +$25.9K ﹤0.01% 834
2024
Q4 		$58K Buy
1,076
+580
+117% +$29.5K ﹤0.01% 842
2024
Q3 		$24.5K Buy
+496
New +$22.6K ﹤0.01% 1022

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mather Group's SW Position: Q2 2026 in Review

Mather Group increased its Smurfit Westrock (SW) stake by 318% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,822 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Mather Group first reported a position in SW in Q3 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Mather Group held 1,822 shares of Smurfit Westrock worth $84.3K as of Q2 2026.
  • Mather Group bought 1,386 Smurfit Westrock shares in Q2 2026, an estimated $57.2K.
  • Smurfit Westrock made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #986 holding.
  • Mather Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.