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
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 $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

Mather Group's SW Position: Q1 2026 in Review

Mather Group opened a new position in Smurfit Westrock (SW) in Q1 2026: 436 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: Mather Group previously reported a position in SW as recently as Q3 2025.

Mather Group first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $71.5K in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Mather Group held 436 shares of Smurfit Westrock worth $17.4K as of Q1 2026.
  • Smurfit Westrock was a new Mather Group position in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1309 holding.
  • Mather Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • Mather Group's Smurfit Westrock position peaked at $71.5K in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.